Bring in the Experts webinar series

Webinars will be recorded and can be viewed from our webinar library on our members site.

Upcoming Webinars:

 

18 May, 10am
Bring in the Experts: Tools for you business part 2: Make your business smarter

This webinar is all about reviewing and refreshing your business tools by learning how certain apps can improve productivity in your financial adviser practice.

We are excited to welcome Heather Smith, Chartered Accountant, and author of ‘Xero for Dummies’ and ‘Learn Small Business Startup in 2 Days.’ Heather will run you through some project management add-ons, client communication tools, documentation storage solutions, cashflow forecasting options and more. She will also be able to answer questions you have about your business applications as well as provide some guidance on how to streamline your day-to-day business processes.

This is a webinar all members are sure to benefit from so make sure you come along and take away some simple tips and tools you implement in your business straight away.

How do I join the webinar series? Zoom Link– simply click on the link to register for the series
Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.
What is the cost? Free for Financial Advice Members and $50+gst for non-members.

CPD will automatically be applied to member’s accounts within 10 working days after the webinar. If you are not a member and would like a Certificate of Attendance, please indicate on the webinar registration page.

 

25 May, 10am
Bring in the Experts: Helping your clients navigate retirement village life

By 2035 the 75+ age group is expected to double, and the Retirement Village sector is rapidly expanding in an effort to meet that future demand.

Designed for financial advisers, this webinar will equip you to help your clients who are preparing for village life. It covers the village model, what it does and does not offer, key differences in village operators, and what residents wish their advisers told them.

Our speakers combine both legal, village sector and resident-led experiences to help you better serve your clients.

Nigel Matthews – Founder of New Zealand’s largest review site for Retirement Villages and Aged Care and past National Manager for the Retirement Village Residents Association, Nigel has 10 years of in-depth knowledge on the sector and what residents think. He has spoken and listened to literally thousands of prospective and existing village residents and brings a wealth of resident experience to help others better understand the needs and perspectives of residents.

Peter Carr – As President of the Retirement Village Residents Association, Peter has spoken to thousands of residents throughout the country and is regularly invited to present at conferences and seminars. As a past Director of Field Days, local JP and resident in a retirement village – he is well practised at speaking and sharing first hand experience of what residents should be told about before moving into a village.

How do I join the webinar series? Zoom Link– simply click on the link to register for the series
Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.
What is the cost? Free for Financial Advice Members and $50+gst for non-members.

CPD will automatically be applied to member’s accounts within 10 working days after the webinar. If you are not a member and would like a Certificate of Attendance, please indicate on the webinar registration page.

 

1 June, 10am – 11.30am
SUPER WEDNESDAY: Insurance

This Super Wednesday webinar will be facilitated by Dean Logan, Risk MAC Chair, as we cover key insights, updates and best practice for insurance advisers.

The agenda:

Environmental Scan – Are you asking the right questions?
We’ll take a bird’s eye view of the political situation, economic factors, impact of culture, technology innovations, current legislation and environmental concerns.

Product provider panel discussion
With demand for good quality financial advice, we need to consider supply, product and how does this fit or impact our business decisions and advisory business’s now and in the future.

Following today’s theme of asking the right questions, we will draw one question from above for each of our special guest panelists.

We will also give all our product providers the opportunity to discuss their current market decisions, foreseeable changes, and financial advisers as a distribution model for their business now and in the future.

Education – Case Study
Giving consistent quality financial advice means keeping our competence, knowledge, and skill up-to-date. It’s also one of our duties under the Code of Professional Conduct for Financial Advice Services.

Today’s special guest facilitator Cecilia Farrow will be discussing best practice when it comes to Insurance Policy Ownership for Business Ownership Protection.

Cecilia will share her insights, experience, and a real-life case study.

This information packed webinar is one not to be missed for insurance advisers!

How do I join the webinar series? Zoom Link– simply click on the link to register for the series
Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.
What is the cost? Free for Financial Advice Members and $50+gst for non-members.

CPD will automatically be applied to member’s accounts within 10 working days after the webinar. If you are not a member and would like a Certificate of Attendance, please indicate on the webinar registration page.

 

Webinar Replays

(subject to speaker approval)

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