Loading Events

« All Events

  • This event has passed.

Communicating the Tenets of a Better Investment Experience

June 25, 2020 @ 10:00 am - 11:00 am NZST

Dimensional Fund Advisers
Monthly Webinar Series
Webinar 1 – Communicating the Tenets of a Better Investment Experience
Thursday 25th of June 2020 10:00am

 

This webcast features 10 key decisions that can help investors target long-term wealth in the capital markets.

Please join us for a webcast with Regional Director Matt McKay, to walk you through how you can effectively communicate the tenets of a better investment experience to your clients.

Matt McKay is a regional director in Dimensional’s National Relationship Group, working with advisors to aid the delivery of consistent and successful investment experiences to their clients. In this role, Matt updates financial advisors on capital market research, assists in communicating investment concepts and consults on asset allocation and business development issues.  He holds Master of Finance and Bachelor of Commerce from the University of Wollongong.

Dimensional’s Virtual Program: Dimensional is a global investment firm with a strong belief in markets, who identify compelling research and apply it to practical investing.

Dimensional is partnering with Financial Advice NZ to provide a virtual webcast series to share valuable insights into Investment Planning, Personal Development and Practice Management to equip adviser and advisory firms with the skills needed to grow a successful business upon a solid theoretical foundation.

CPD:   30 Structured Minutes

Area:   Messaging/Personal Development

Level:  Developed

THIS IS A COMPLIMENTARY WEBINAR

Please register here for this event: https://dimensional.zoom.us/webinar/register/WN_GV5pmcmRTaWXQvxlv0x_vw

Members: After the event we will enter your attendance into your online CPD log

Non-members:  We will send a PDF of your attendance

Details

Date:
June 25, 2020
Time:
10:00 am - 11:00 am

Venue

Online