The FPA South East Melbourne Chapter Committee invite you to join them for their first event of the year, for an Adviser Panel Session on Private School Fees & Funding Education Costs for Clients with Amy Parsons and Marie van Asch of Futurity Investment Group.

According to a recent article in The Age, many Victorian private schools have increased their fees between 4% – 10% despite the strain of the current cost-of-living increases. In reality, Private school fees will continue to rise, often outpacing the cost of living, which poses a need for some families to consider how they are able to meet these costs. Please click here for the article.

In this session, Amy Parsons and Marie van Asch of Futurity Investment Group will share some valuable trends and insights that will impact the education sector and the need to plan to fund education for future generations as well as highlight the opportunities that exist for intergenerational wealth planning.

Welcome to Futurity — Supporting Education Journeys (futurityinvest.com.au)

We will also hear from a panel of financial advisers on their strategies to assist clients funding private school fees. Amy and Marie will also facilitate an interactive discussion on how their Education and Bond strategies can help solve some unique and complex cases including:

• Structures for Parents/Grandparents to best utilise an Education for Bond for meeting future education costs and other financial events
• Inheritances
• Life Insurance and Superannuation payouts
• Family/Testamentary Trusts
• Intergenerational Wealth Planning (some involving family conflict)
• Divorce settlements and split/blended families

Please join us for our first event of the year in what should be a very practical session on a topical issue, hearing from your peers in the local advice community. CPD hours will be offered for this event.

Spaces are limited and making this event COVID safe is our number one priority.

Register for the event.