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

Western Division Chapter Professional Development Day Dubbo


Thursday 8 November, 12:00pm to 4:00pm 

The FPA Western Division Chapter Committee invites you to join us for a Professional Development Day on Thursday 8 November, at the Cascades Motor Inn

Join three respected industry experts as they explore Aged Care, Retirement and Estate Planning to strengthen your strategic and technical knowledge.

Louise Bitti Director for Aged Care Steps will present ‘ Aged Care – An opportunity not to be missed’.

  • Why clients need to plan for care and what expect from a Royal Commission
  • The value you can add with advice to clients
  • Starting the conversation 
  • Building you business model and opportunities 

Michael McLean – Challenger will present ‘Retirement – The changing legislative environment’.

  • Identify the advice opportunities from upcoming changes to the retirement income landscape
  • Describe the new means testing rules for lifetime income streams
  • Identify the key characteristics of the new retirement income framework and CIPRs
  • Case studies

Cristean Yazbeck Managing Director at Hamilton Blackstone Lawyers will present ‘Estate Planning – it’s important to you, not just your clients’.

This session will review core and complex estate planning principles with which every adviser should be well-versed, and assess why a proper knowledge of estate planning is critical to both the discharge of the adviser’s duties, and in avoiding unnecessary litigation. The session will empower advisers to take a more active role in their clients’ estate planning.

Event Details
Date Thursday 8 November 2018
Registration Time 11:45 am
Event Time 12:00pm to 4:00pm 
Venue Cascades Motor Inn, 147 Cobra Street, Dubbo NSW 2830

RSVP By Thursday 1 November 2018
Cost 
Member Complimentary | Non-Member $20 | Student Complimentary 
CPD Hours 
CPD Hours will be awarded to this event 

FPA Western Division Chapter Committee


Chapter: NSW-Western Region
Venue: Cascades Motor Inn
Cost:

Member = $0.00, Non-Member = $20.00

Contact: [email protected]