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Bring in the Experts: SUPER WEDNESDAY led by Charlene Overell, MAC Committee Member : Key considerations when discussing investments with clients

April 3 @ 10:00 am - 11:30 am NZDT

Hosted by Charlene Overell MAC Committee, with guest speakers Apollo Lupescu PhD, Vice President, Dimensional Fund Advisors Santa Monica office and Tom Deacon, Senior Investment Analyst, Mint Asset Management NZ.

Explore concepts and principles for effective communication with clients, the timing of investments, the impact of the US election on client thinking and the surrounding discourse, as well as navigating AI for both investment and technological innovation.


If you register early, you will be sent an email with a link directly to the webinar.

Free for Members | $50+gst for non-members

Earn 1.5 CPD hour – CPD certificates for members will be sent via email 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. If you’re using Ontrack by Kaplan Professional, certificates can be accessed within the platform and will not be emailed.

Details

Date:
April 3
Time:
10:00 am - 11:30 am NZDT
Event Category:

Venue

Online

Organiser

Financial Advice New Zealand
Phone
0800 432 101
Email
info@financialadvice.nz
View Organiser Website