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Financial Planning Events Calendar – NSW 2009
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Throughout the year the Financial Planning Chapter hosts regular luncheons for its members. These luncheons provide an excellent opportunity to enhance skills and knowledge, receive information on the latest standards and to network with peers.

The format of the luncheon is generally a light meal of sandwiches, followed by a presentation from a guest speaker. Each luncheon earns attendees CPE qualifying hours.

Details of upcoming luncheons will be listed on this webpage as they become available. Previous presentations will also be able to be downloaded from this site. Please note that these dates are only tentative and may change during the year due to unforseen circumstances. We will endeavour to keep you notified of any changes.

 

Luncheon 1

Date: 26 February 2010

Time: 12.00pm- 2.30pm

Location: The Institute of Chartered Accountants, Level 1, 33 Erskine Street, Sydney

Speaker: Chris Tsovolos, Executive Lawyer, Bartier Perry

Topic: Superannuation Part 2- Due to popular demand, Chris Tsovolos is returning to present the following presentation: 'Superannuation-Tax planning death benefits payments. How can we help our clients structure their affairs to allow for minimal tax/tax free on death benefits from superannuation? Who is my death benefit dependent? Can a superannuation death benefit be challenged? If yes, what can be done?'

Luncheon 2

Date: 28 May 2010

Time: 12.00pm- 2.30pm

Location: The Institute of Chartered Accountants, Level 1, 33 Erskine Street, Sydney

Speaker: TBA

Topic: TBA

 

Luncheon 3

Date: 14 September 2010

Time: 12.00pm- 2.30pm

Location: The Institute of Chartered Accountants, Level 1, 33 Erskine Street, Sydney

Speaker: TBA

Topic: TBA

Luncheon 4

Date: 26 November 2010

Time: 12.00pm- 2.30pm

Location: The Institute of Chartered Accountants, Level 1, 33 Erskine Street, Sydney

Speaker: TBA

Topic: TBA

 


If you have any queries relating to the luncheons please email Susan Mezzapica or Register Online

For all other Financial Planning queries please email Financial Services