Bring in the Experts webinar series
Webinars are recorded and can be viewed from our webinar library on our members’ site or as unstructured CPD in members Ontrack online learning platform.
Upcoming Webinars:
- Wednesday 15 May, 10am – Helping clients stay ahead of the curve amidst DTI and CCCFA changes
- Wednesday 22 May, 10am – Value-Focussed Estate Planning
How do I join the webinar series? A Zoom link will be emailed to you when you register for the series
Can I ask questions during the webinar? You can ask questions via the written ‘chat’ function or the Q&A tab.
What is the cost? Free for Financial Advice Members | $50+gst for non-members.
Earn 1 CPD hour: CPD certificates will be emailed within 10 working days after the webinar. Please indicate on the webinar registration page if you’re not a member and want a certificate.
Wednesday 15 May, 10am
Helping clients stay ahead of the curve amidst DTI and CCCFA changes
There is a lot of noise in the market about the proposed changes to Credits Contracts and Consumer Finance Act (CCCFA) and Debt to Income ratios (DTI’s).
But opportunities always appear in the midst of change.
Hamish Patel, Mortgage Adviser at Mortgagesonline and Chair of the Financial Advice NZ Lending MAC committee and John Bolton (JB) founder of Squirrel Mortgages will share their insights about the changes that are afoot and their views on how the market will respond.
They will discuss what it could mean for interest rates, bank appetite for lending and the impacts on client demand.
Then they will help you think about what you could do to help your clients stay ahead of the curve.
How do I join the webinar series? A Zoom link will be emailed to you when you register for the series
Can I ask questions during the webinar? You can ask questions via the written ‘chat’ function or the Q&A tab.
What is the cost? Free for Financial Advice Members | $50+gst for non-members.
Earn 1 CPD hour: CPD certificates will be emailed within 10 working days after the webinar. Please indicate on the webinar registration page if you’re not a member and want a certificate.
Wednesday 22 May, 10am
Value-Focussed Estate Planning
In the webinar, Max discusses a client-centred approach to estate planning beyond simply creating a “Will” or “Family Trust”. Max also discusses and describes the types of complex situations lurking behind any “standard transaction” and the broad array of tools available to address these complex situations. Max breaks down the necessary components in an estate-planning engagement that add tremendous value to the client relationship and describes the hurdles usually encountered when engaging in this exercise.
Max is a practising lawyer and legal communicator. His clients know him for cutting through legal jargon and quickly getting to the heart of complex situations. His extensive experience working with high-net-worth families has given him unique exposure to different areas of the law, including commercial, property, estates, relationship property, and dispute resolution.
The webinar will be helpful for financial advisers who want to become more aware of estate planning opportunities in their day-to-day work.
Anson is a prominent business advisory and tax accountant with an impressive breadth of experience in business advisory, taxation, estate planning and business valuations. Her expertise in regulatory compliance is only a starting point. Her clients know her to provide practical and commercial advice that best sets them up for commercial success. In this webinar, Anson covers some issues in the regulatory and tax landscape in estate-planning engagements and how to avoid common tax traps and pitfalls.
Webinar Replays
(subject to speaker approval)
You can watch webinar replays on our LMS platform Ontrack. If you are not using Ontrack, you can browse and view previous Bring in the Experts webinars in the webinar library on our members site. Log into your account and go to Learning, Education, and Compliance > Webinar Library.
