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FPA: Geelong Chapter Lunch

16 Oct 2017 12:30 pm
16 Oct 2017 2:00 pm
Lord of The Isles
3 West Fyans St, Newtown, Melbourne, Australia, 3220

The FPA Geelong Chapter Committee invites you to join us for a lunch event on Monday 16 October, at the Lord of The Isles.

At this event, you will hear from Sue Herrald from IOOF who will present ‘When Super is not an option’.

Today, financial advisers are increasingly turning to investment bonds for their clients’ wealth accumulation needs. Their increased popularity is due to the fact that their unique tax structure provides investors with the tax effectiveness they need together with the flexibility and accessibility they want.

Sue will discuss the wide range of uses for an investment bond including tax management, estate planning and wealth accumulation savings.

The Committee looks forward to seeing you there!

RSVP: By Monday 9 October 2017
Cost: Members $15 | Non-Members $25 (Lunch to be provided)

Register for the event