Events for October 18, 2023

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9:00 am

Canterbury & Nelson Regional Meeting

October 18, 2023 @ 9:00 am - 11:30 am NZDT
ANZ Centre Christchurch, Level 3, 267 High Street
Christchurch, New Zealand + Google Map
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 […]

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10:00 am

Bring in the Experts: SUPER WEDNESDAY led by our Investment/Financial Planning MAC: Best Practice for File Reviews

October 18, 2023 @ 10:00 am - 11:30 am NZDT
Online, Link to watch/listen will be sent to registrants on the day before the event New Zealand
Image for Bring in the Experts: Super Wednesday, Hosted by our Investment/Financial planning MAC

This is a not to be missed webinar for all advisers interested in best practice for file reviews. Practitioners and compliance experts will discuss what is involved in reviewing a clients file. The webinar will transverse why we have reviews ranging from your legal obligations, client expectations and business processes. It will provide practical tips […]

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