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Canterbury & Nelson Regional Meeting

October 18, 2023 @ 9:00 am - 11:30 am NZDT

Nelson/Canterbury Regional Meeting - Wednesday 18th October. Arrive 9am. Topic - Succession Planning

Our Canterbury-Nelson branch have a great session planned this October:

Topic – Succession planning, How To, and When?

With guest speakers:

David Boyle: David is well known for his passion regarding financial capability with some 39 years in the financial services industry   

Katherine Shepherd: Katherine is  the Sales Leader & Manager at LINK South Island. They sell businesses. Do you know what the true value of your business is?

Lance Edmonds: Lance has experience in financial practice mergers, vendor financing and succession plan buyouts of advisory practices

Member arrival from 9.00am, presentation start-time 9.30am – 11:30am
Morning tea – provided by Financial Advice New Zealand
This event is FREE for members

Venue details:
ANZ Centre, Level 3, 267 High Street (enter by Terry’s café, walk through the Atrium towards lifts up to L3)
Parking is available at The Crossing – 71 Lichfield St, Christchurch (opposite bus interchange) – at member’s cost.


October 18, 2023
9:00 am - 11:30 am
Event Category:


Financial Advice New Zealand
0800 432 101


ANZ Centre Christchurch
Level 3, 267 High Street
Christchurch, New Zealand
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