The FPA is running a series of Advanced Technical Workshops for financial planning practitioners looking for advanced insights and technical strategies to take their professional development to the next level?
The half-day interactive workshops have been designed by the FPA in conjunction with highly regarded expert facilitators and earn up to six FPA and SPAA CPD points. The workshops will be followed by a complimentary Champagne Reception proudly sponsored by MLC, and the 2012 FPA Awards presentation.
The topics include:
Building your aged care value proposition
With Australia’s population getting older, the demand for aged care advice is increasing. This presents advice challenges not only for financial planners with older clients, but also for planners who want to attract baby boomers and Gen X as clients. Aged care advice is not just an opportunity to engage with elderly clients as it requires strategic advice solutions to meet the family’s needs. The elderly client is the subject of the advice, but the children are usually the seekers of the advice.
How better to engage with clients aged 45-65 and to demonstrate the value of advice with solutions you can design and control?
Planning for death in SMSFs
This program will cover some of the most popular yet less understood subjects within the context of an SMSF which illuminates common contested situations that occur between trustees and financial planners.
The workshop analyses a number of hypothetical’s to engage the audience in discussions covering Estate Planning, Life Insurance, Limited Recourse Borrowing and Sole Purpose Testing.
Integrating trusts into your advice process
This workshop will introduce participants to a variety of ways that a trust can be established. It will explain the key parties involved with a Trust, and the basic Australian tax treatment thereof. Participants will be given a Trust Deed to review and then break-up into groups to consider what the potential tax issues are that arise from the Trust Deed provided. The interactive elements in the workshop will include representatives from various groups/tables identifying some of the potential issues that should be addressed and will be moderated with the identification of potential risks and advantages to the findings at the conclusion.
For more information about these events, please click here.