City Financial Planning discussion group

Description

The discussion group aims to provide interesting and informative sessions on:

technical issues – taxation, superannuation, Centrelink and insurance
investment issues – financial markets, investment products and platforms
legal issues – estate planning, trusts, family law, asset protection and insolvency
practice management – business management, licensing issues, compliance, education/training, industrial relations and recruitment

Participants

CPAs who work as Financial Planners, CPAs in Public Practice or anyone who is interested in financial planning from a personal viewpoint.

Meeting format

We usually have guest speakers who are Practicing Financial Planners, Legal Professionals or industry experts. Discussion Group members are encouraged to state their own viewpoints and ask any questions they have.

Location

Sydney, New South Wales

Venue

CPA Centre
Level 3
111 Harrington Street
Sydney NSW

Time

12.00 pm – 2.00 pm

Cost

$10.00 (including lunch)

2012 meeting dates

Wednesday 15 February
Wednesday 14 March
Wednesday 11 April
Wednesday 9 May
Wednesday 13 June
Wednesday 11 July
Wednesday 8 August
Wednesday 12 September
Wednesday 10 October
Wednesday 14 November

Contact