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Events for May 22, 2024

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Ongoing

Regional Town Hall Meetings

May 6 @ 10:00 am - May 29 @ 2:00 pm NZST

Nick Hakes visits Dunedin, Christchurch, Hawkes Bay, Tauranga, Hamilton, Nelson and Blenheim in May. He is eager to hear directly from our members and broader financial advice community on your business opportunities and challenges. Financial Advice New Zealand provides an authentic voice as advocates to the government, regulator, media, and consumers about the value of quality […]

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10:00 am

Bring in the Experts: Value-Focused Estate Planning

May 22 @ 10:00 am - 11:00 am NZST
Online, Link to watch/listen will be sent to registrants on the day before the event New Zealand + Google Map

This webinar will expand your understanding of estate planning beyond wills and trusts and discuss regulatory issues and how to avoid them. Speakers include Max Gunawan, Principal Director of Platinum Legal and Ansom Lam, Associate of Moore Markams NZ.Max will discuss a client-centred approach to estate planning beyond simply creating a “Will” or “Family Trust”. […]

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