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Bring in the Experts – Covering your legal bases: Protecting your business and your clients.

March 8, 2023 @ 10:00 am - 11:00 am NZDT

Bring in the Experts Weekly Webinar Series
Bring in the Experts – 8 March, 10am – Covering your legal bases: Protecting your business and your clients.

Join us for a comprehensive discussion on how to protect your business and clients as a financial adviser in New Zealand. In this session, we will cover key legal considerations that every financial adviser should be aware of, including shareholder agreements, buy-sell agreements, locum agreements, wills, and enduring powers of attorney.

We will also explore how Microsoft 365 can be an effective tool for managing your documents and email, and ensuring that you meet all compliance requirements. You will learn practical tips for staying on top of your compliance obligations and reducing your risk of legal issues.

This webinar is ideal for solo financial advisers and small financial advice companies who want to ensure they have all their bases covered. Join us to gain valuable insights and practical strategies for protecting your business and clients.

Presenting today is

Gene Turner, Managing Director – LawHawk – Legal Automation Specialists
Paul Turner, Director – Turner Goodwin – Commercial Lawyers.

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.



March 8, 2023
10:00 am - 11:00 am




Financial Advice New Zealand
0800 432 101