FPA Western Division Estate Planning Masterclass 2019 | Financial Planning Association of Australia Limited | 12 September 2019 | Orange Ex-Services Club, 231-243 Anson St, Orange NSW 2800, Australia
Venue
Orange Ex-Services Club
Orange Ex-Services Club, 231-243 Anson St, Orange NSW 2800, Australia
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| Event Date |
Fri Sep 13 AEST (about 5 years ago)
In your timezone (EST): Thu Sep 12 7:00pm - Fri Sep 13 2:00am |
| Location |
Orange Ex-Services Club
231-243 Anson St, Orange NSW 2800, Australia |
| Region | APAC |
Details
Cristean and Nicola will unpack key topics focusing on:
• The importance of estate planning advice for financial planners
• Introductory (and some not so familiar) estate planning concepts which every planner needs to know
• Unlocking several misconceptions associated with the need for estate planning
• Exploring several issues affecting the provision of estate planning advice by financial planners
At the end of the masterclass, they will delve into your financial planning practice and will provide advice on how you may be able to integrate estate planning as part of your broader service proposition. The session will empower you to take a more active role in your clients’ estate planning.
We encourage all FPA members and non-members to attend and gain valuable technical estate planning knowledge.
Speakers
2019 Speakers
Cristean Yazbeck
Managing Director, Hamilton Blackstone Lawyers
Nicola Fagerstrom
Solicitor-Estates, Hamilton Blackstone Lawyers
Sponsors & Partners
2019 Sponsor:
• Hamilton Blackstone Lawyers