Sydney Chapter Lunch Event

Thursday 10 August, 12:00pm to 2:30pm

The FPA Sydney Chapter Committee invites you to join us for a lunch seminar held Thursday 10 August, at Brown Wright Stein Lawyers.

This event will focus on Intergenerational transfer of wealth: How financial planners can best assist

• Campbell Vidgen, Senior Private Banker at Macquarie Private Bank will outline his approach to Estate Planning from a financial planner’s perspective: client segmentation, approach and how he communicates and implements his strategies, specific to a case study.

• Geoff Stein, Partner at Brown Wright Stein Lawyers, will cover how he works with financial planners and other specialists, the demographics and trends in Estate Planning and various structures and strategies applied to the specific case study

• Allison Macfarlane, Distribution Manager, Centuria Life will provide a technical analysis of various aspects of estate planning, including investment bonds.

This event is for financial planners who already have a basic understanding of estate planning principals and are interested in learning more about how to apply these concepts to their business

We hope to see you there!

FPA Sydney Chapter Committee

View Larger Map