Enjoy a light lunch with your fellow Chapter members, colleagues and friends while hearing from our guest speakers Marie Lazar, Business Development Manager VIC & TAS, Futurity and Dan Daugaard PhD CFA, Associate Professor & Discipline Leader Finance, Tasmanian School of Business and Economics.

Marie will discuss Unlocking the potential of Education Bonds and Wealth Transfer Strategies. Dan will present the topic sustainable investing. Following the presentation UTAS staff will seek feedback to encourage interaction with the Tasmanian Financial Planning Community.

CPD hours will be awarded for this event.

Register for the event.

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