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Financial Planning Events Calendar – NSW 2008

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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: 29 February 2008 - cancelled

Time: tba

Location: tba

Speaker: tba

Topic: tba

Luncheon 2

Date: 18 April 2008 - cancelled

Time: tba

Location: tba

Speaker: tba

Topic: tba

Luncheon 3

Date: 13 June 2008

Time: 12 - 2pm

Location: 33 Erskine Street Sydney

Speaker: Panel discussion

Topic: Fees &/or Commissions: what members REALLY think?

Luncheon 4

Date: 15 August 2008

Time: 12pm - 2.30pm

Location: 33 Erskine Street Sydney 2000

Speaker: David Shirlow - Macquarie Bank and Chris Tsovolos - Bartier Perry Lawyers

Topic: Superannuation update

Luncheon 5

Date:17 October 2008

Time: 12 - 2pm

Location: 33 Erskine Street Sydney 2000

Speaker: Dugald Higgins, Associate Director, Property Investment Research

Topic: Property Fund Research

Luncheon 6

Date: 5 December 2008

Time:12 - 2pm

Location: 33 Erskine Street Sydney 2000

Speaker: Andrew Frankland – Bartier Perry Lawyers

Topic: Business succession planning

 

If you have any queries relating to the luncheons please email Louise Dwyer

For all other Financial Planning queries please email Financial Services