Putting the “success” in succession planning.

Regardless of our own Adviser industry speciality, it is crucial that as Advisors, we are across the subject of personal succession planning for ourselves, and our clients. Whether you offer Financial Planning or not, you need to know the basics and the options so you can broach the subject of future planning with your clients.

We will be bringing together a panel of experts will provide their insights into the importance of discussing your clients’ future wealth considerations. Topics covered include: Wills, EPA’s, ageing clients, relationship property – contracting out agreements, retirement villages v residential care, gifting and reverse mortgages and the alternatives.

8.15am Tea & Coffee

8.30am Welcome

8.40am Financial Advice NZ Update
Katrina Shanks or Andrew Gunn

8.50am Succession Speakers
Industry Experts

9.45am Q&A with Speakers

10.10am Morning Tea

Cost: $15

Please Note: – CPD points are available for these events.

Registration Options
In person – Cost of $15 per person for venue, coffee, tea & muffins that will be available from 8am

(Please RSVP Sarah at Financial Advice New Zealand on 0800 432 101)

or
Online live stream via Zoom – click here

PD Calendar