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March 2024

Bring in the Experts: Understanding Changes with ACC Cover

March 20 @ 10:00 am - 11:00 am NZDT
Online

Philip Southgate, ACC will highlight the changes to CoverPlus (CPX) and other ACC Cover products. Philip manages portfolios of large business customers, strategic partners, and intermediaries, supporting them to deliver innovation and solutions that support their businesses while meeting ACC requirements. He has 17 years’ experience with ACC and offers an extensive knowledge and understanding about levy products and processes.If you register early you will be sent an email with a link directly to the webinar.Free for Members | $50+gst…

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Central Branch Regional Meeting

March 26 @ 12:00 pm - 2:00 pm NZDT
Manawatu Communitu Law Centre, 193 Broadway Avenue
Palmerston North, 4410 New Zealand
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Our Central Branch have a great session planned for March. Topic: Where actions and investments can make a difference to the city's economic prosperity. With guest speaker Stacey Andrews, City Economist at Palmerston North City Council Stacey has been working at Palmerston North City Council as City economist since August 2022, after spending six-years working at Manawatu District Council in economic development and then Senior Economist. Stacey will be communicating up-to-date economic information to support decision making and to identify opportunities, where actions and…

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Bring in the Experts: New Research on KiwiSaver Contributions Behaviour

March 27 @ 10:00 am - 11:00 am NZDT
Online

Dr Michelle Reyers, Policy Lead, Retirement Commission provides a preview of the findings from new research about KiwiSaver contributions behaviour ahead of the release of the full report in April. Te Ara Ahunga Ora Retirement Commission commissioned the New Zealand Policy Research Institute at AUT to examine KiwiSaver members’ characteristics to understand how contribution behaviour differs across gender, age, ethnicity and income levels. This is new information drawn from Stats NZ’s Integrated Data Infrastructure (IDI), which allows KiwiSaver contribution rates to…

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April 2024

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
Online

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 principals 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…

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Professional Ethics Workshop – Thursday, April 18th

April 18 @ 9:00 am - 12:00 pm NZST
Online

Professional Ethics Workshop - Thursday, April 18th from 9am - 12pmThis workshop delivered by Financial Advice NZ & The Ethics Conversation supports and enhances the competence of financial advisers seeking to demonstrate their commitment to professional ethics and good practice that underpins all client relationships. The workshop session covers: business ethics fundamentals, conflicts of interest, bias and speaking up, along with an examination of risks, challenges and ethical dilemmas. It refers to the Code of Professional Conduct for Financial Advice…

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