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FPA SE Melbourne Chapter Adviser Panel Session

March 3, 2023 @ 7:30 AM - 9:00 AM

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.  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. CPD available.

Details

Date:
March 3, 2023
Time:
7:30 AM - 9:00 AM
Event Category:
Event Tags:
Website:
https://fpa.com.au/events/fpa-se-melbourne-chapter-adviser-panel-session-friday-3-march-730am-900am/

Venue

For members – refer to link
SE Melbourne,

Organiser

FPA SE Melbourne