Events for June 2023

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Calendar of Events

Calendar of Events
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29

Central Branch Meeting

Bring in the Experts: Good Governance for Financial Advisers – What does that look like?

Information Webinar: Professional Liability Insurance Update
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Bring in the Experts SUPER WEDNESDAY – Refixing and restructuring at higher rates: Opportunities for better client experience and minimising the risk of complaints
8

Canterbury/Nelson Branch Meeting June 2023
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13

Bring in the Experts: Navigating retirement villages – what advisers need to know
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20

Bring in the Experts: How do your client files measure up? Hear what experts are seeing in file reviews
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26

Central Branch Meeting June 2023

Bring in the Experts: Embracing AI in the World of Finance
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30
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