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May 2022

Bring in the Experts: Tools for your business part 2: Make your business smarter

May 18 @ 10:00 am - 11:00 am NZST
Online
Bring in the Experts

Bring in the Experts: Tools for your business part 2: Make your business smarter This webinar is all about reviewing and refreshing your business tools by learning how certain apps can improve productivity in your financial adviser practice. We are excited to welcome Heather Smith, Chartered Accountant, and author of ‘Xero for Dummies’ and ‘Learn Small Business Startup in 2 Days.’ Heather will run you through some project management add-ons, client communication tools, documentation storage solutions, cashflow forecasting options and…

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Bring in the Experts – Helping your clients navigate retirement village life

May 25 @ 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
Bring in the Experts

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…

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Central Regional Meeting May 31st

May 31 @ 12:00 pm - 2:00 pm NZST
BNZ Meeting Rooms, 203 Broadway Ave
Palmerston North, New Zealand
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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…

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June 2022

SUPER WEDNESDAY: Insurance

June 1 @ 10:00 am - 11:30 am NZST
Online

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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Bring in the Experts – Professional Liability Insurance

June 22 @ 10:00 am - 11:00 am NZST
Online
Bring in the Experts

Bring in the Experts - Professional Liability Insurance This webinar will provide you with an overview of Professional Indemnity Insurance and present to you the details on the Financial Advice NZ Professional Liability Insurance Programme. There are three distinct parts to the programme being Professional Indemnity Insurance, Management Liability Insurance and Cyber Risk Liability Insurance. This webinar will provide the details to each part of the programme. During this webinar Clinton will also present on the income bands and levels…

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