Following on from our first roadshow 'Pre and Post Retiree and Estate Planning' in 2008, the 2009 roadshows feature four consecutive streams: Estate Planning, Risk and Insurance, Practice Management and Tax Planning Each stream uses case studies and hypothetical situations during practical conference workshop sessions.
Keynote speakers include
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- John Leonard, Chief Underwriter, ING
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- Wayne Lear, Principal, Conscious Money
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- Philip Volk, Managing Director, Financial Focus Group
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- Sue Viskovic, Managing Director, Elixir Consulting
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- Adrian Riccioni, Partner, R&G Lawyers
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- Tim Nethercote, Partner, Holley Nethercote Commerical Lawyers
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- Emma Grainge, Senior Policy Adviser, IFSA
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- Peter Bishell, CEO, SMSMA
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- The Hon. Julie Bishop MP, Deputy Leader of the Opposition, Shadow Treasurer
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- Dr John De Groot, Special Counsel, De Groots Wills and Estates Lawyers
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- Andrew Pavuk, Executive Principal, Pavuk Legal
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Attendees can earn up to 13 CPD points. Plus, Finsia and MDRT members receive a 10% discount.
Register today:
We’d like to thank FAR09 Advisory board for their help with shaping Kaplan Professional’s Roadshow series:
- Phil Campbell, Managing Director, Alive Presentations
- Cathy Cavanagh, Managing Director, Interactions at Work
- Sonia Currey, Sonia Currey Consulting
- Eleanor Dartnall, Principal, Hewson Dartnall Advisors
- Dennis Ryan, General Manager and Financial Planner
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