The Financial Planning Association of Australia The Financial Planning Association of Australia

Riverina Chapter Spring Breakfast

Wednesday 18 October, 7:30am to 9:00am 

The FPA Riverina Chapter Committee invites you to join us for a breakfast event on Wednesday 18 October, at the Mantra Pavilion Hotel.

‘Estate Planning: Critical Issues for Planners’

Cristean Yazbeck, Managing Director at Hamilton Blackstone Lawyers will explore emerging risks and trends impacting financial planners and the delivery of advice to their clients, including:

• Binding and non-lapsing death benefit nominations, and the planner’s role in the process
• Recent cases concerning the insurance duty of disclosure, and why planners can be caught
• How and when planners might owe a duty of care to their clients.

The session will consider a number of actual case studies, and how planners can mitigate litigation risks to them.

Ana Smolcic, DHS Community Engagement Officer at Centrelink will also be presenting a guide to Centrelink On-line services

The Committee looks forward to seeing you there!

Event Details
Date: Wednesday 18 October 2017
Registration: 7:15am
Event Time: 7:30am – 9:00am (Breakfast will be provided)
Venue: Mantra Pavilion Hotel, 22/30 Kincaid St Wagga Wagga NSW 2650

RSVP: By Wednesday 11 October 2017
Cost: Members $20 I Non-members $25 
CPD: CPD Points will be awarded for this event

FPA Riverina Chapter Committee

Chapter: NSW-Riverina
Venue: Mantra Pavilion Hotel
Address: 30/22 Kincaid St, Wagga Wagga NSW 2650

Member = $20.00, Non-Member = $25.00

Contact: [email protected]