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!
Date: Wednesday 18 October 2017
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
|Venue:||Mantra Pavilion Hotel|
|Address:||30/22 Kincaid St, Wagga Wagga NSW 2650|
Member = $20.00, Non-Member = $25.00