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May 2022
Bring in the Experts – Helping your clients navigate retirement village life
Bring in the Experts - Helping your clients navigate retirement village life By 2035 the 75+ age group is expected to double, and the Retirement Village sector is rapidly expanding in an effort to meet that future demand. Designed for financial advisers, this webinar will equip you to help your clients who are preparing for village life. It covers the village model, what it does and does not offer, key differences in village operators, and what residents wish their advisers…
Find out more »Financial Advice NZ Regional Roadshow
Financial Advice NZ Regional Roadshow Financial Advice NZ are excited to be bringing a Roadshow to your region. We have expert speakers who will be discussing the markets and the economy, providing you an update on current legislation and regulations, delivering the new professional insurance liability programme and assisting you with obtaining a full FAP licence. We are looking forward to meeting you in person and taking some time to network together and share our experiences with each other. We…
Find out more »Central Regional Meeting May 31st
Central Regional Meeting To be held on Tuesday, 31st May 2022 at the BNZ meeting rooms 203 Broadway Ave, Palmerston North at 12pm As we transition into winter and colder weather, we are working to keep our events calendar flush with engagement and development opportunities. Come along to our lunch meeting where we will discuss interest rates, inflation, debt servicing and other current topics related to banking in New Zealand. It is going to be an enlightening discussion and…
Find out more »June 2022
SUPER WEDNESDAY: Insurance
This Super Wednesday webinar will be facilitated by Dean Logan, Risk MAC Chair, as we cover key insights, updates and best practice for insurance advisers. The agenda: Environmental Scan – Are you asking the right questions? We'll take a bird’s eye view of the political situation, economic factors, impact of culture, technology innovations, current legislation and environmental concerns. Product provider panel discussion With demand for good quality financial advice, we need to consider supply, product and how does this fit…
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