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

South Australia Estate Planning Event

Thursday 19 October, 4:30pm to 6:00pm

The FPA South Australia Chapter Committee invites you to an Estate Planning Event on Thursday 19 October at the The Robin Hood Hotel

This event will focus on ‘Growing Client Referrals from Estate Planning’

Michael Smith from Halpin Financial Services will be presenting his approach when it comes to estate planning and succession planning. His presentation will focus on;

             – How to leverage your client profile 
             – The benefits of “really getting to know your clients”
             – Business and personal succession planning 

The Committee looks forward to seeing you there!

Event Details
Date: Thursday 19 October 2017
Event Time: 4:30pm to 6:00pm (Afternoon Tea and Beverages will be provided)
Venue: The Robin Hood Hotel, 315 Portrush Rd Norwood SA 5067

RSVP: By Thursday 12 October 2017
Cost: $15 Members 
          $20 Non-Members 

FPA South Australia Chapter Committee

Chapter: SA-South Australia
Venue: The Robin Hood Hotel
Address: 315 Portrush Rd, Norwood SA 5067

Member = $15.00, Non-Member = $20.00

Contact: [email protected]

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