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FPA: Riverina Chapter Spring Breakfast

18 Oct 2017 7:30 am
18 Oct 2017 9:00 am
Mantra Pavilion Hotel
22/30 Kincaid St, Wagga Wagga NSW, Australia, 2650

 The FPA Riverina Chapter Committee invites you to join us for a breakfast event on Wednesday 18 October, at the Mantra Pavilion Hotel.

‘Estate Planning: Critical Issues for Planners’

Cristean Yazbeck, Managing Director at Hamilton Blackstone Lawyers will explore emerging risks and trends impacting financial planners and the delivery of advice to their clients, including:

  • Binding and non-lapsing death benefit nominations, and the planner’s role in the process
  • Recent cases concerning the insurance duty of disclosure, and why planners can be caught
  • How and when planners might owe a duty of care to their clients.

The session will consider a number of actual case studies, and how planners can mitigate litigation risks to them.

Ana Smolcic, DHS Community Engagement Officer at Centrelink will also be presenting a guide to Centrelink On-line services:

The Committee looks forward to seeing you there!

RSVP: By Wednesday 11 October 2017
Cost: Members $20 I Non-members $25

Register for the event