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

Webinar: Estate Planning – Solving difficult issues & current challenges

Tuesday 22 Sept | 1:00pm – 2:00pm | Up to 1 CPD hour

Michael Perkins, Founder & Director, Autonomy First Group will draw on over 30 years’ experience as a lawyer, author and educator to share his expertise on estate planning issues.

This second session will look at current challenges in providing advice and give you some tools and essential information to help you recognise if a client is competent, your duty of care to clients with a special disadvantage, mitigating elder abuse risk and more.

Chapter: Open to all FPA members
Venue: Hosted on your learning portal, FPA My CPD

To attend this event, book now via our: