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June 2020

Bring in the Experts – Marsh/Financial Advice New Zealand Liability Insurance Programme

June 24 @ 10:00 am - 11:00 am NZST
Online

Marsh/Financial Advice New Zealand Liability Insurance Programme We are hosting this webinar in conjunction with Marsh so you can obtain a greater understanding of the Liability Insurance Programme and the levels of cover you and your business may require. The 2020/2021 Liability Programme has been developed to meet the liability insurance needs of financial advisers. This programme maintains the coverage of previous programmes with a few adjustments and has been enhanced to reflect financial advisers needs in these rapidly changing…

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Communicating the Tenets of a Better Investment Experience

June 25 @ 10:00 am - 11:00 am NZST
Online

Dimensional Fund Advisers Monthly Webinar Series Webinar 1 - Communicating the Tenets of a Better Investment Experience Thursday 25th of June 2020 10:00am   This webcast features 10 key decisions that can help investors target long-term wealth in the capital markets. Please join us for a webcast with Regional Director Matt McKay, to walk you through how you can effectively communicate the tenets of a better investment experience to your clients. Matt McKay is a regional director in Dimensional's National…

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Central Regional Meeting – 30th June 2020

June 30 @ 12:00 pm - 2:00 pm NZST
BNZ Meeting Rooms, 203 Broadway Ave
Palmerston North, New Zealand

You are invited to attend the June meeting of the Central Branch of Financial Advice New Zealand This meeting is being held on Tuesday, 30th June 2020. Venue: The BNZ meeting rooms at 203 Broadway Avenue, Palmerston North. Guest Speaker: The Honourable Steve Maharey Wellbeing  - Survive till you Thrive Time: 12.00pm Lunch with meeting finishing at 2pm Cost: $20 incl GST includes lunch – invoices will be sent out following the meeting. No cash will be accepted at the event. All attendees must…

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July 2020

Bring in the Experts – Economist Cameron Bagrie

July 1 @ 10:00 am - 11:00 am NZST
Online

Economist Cameron Bagrie Cameron Bagrie is joining us to talk about the economy then and post COVID-19 with a view on the financial services sector. After a very successful webinar back in April in the heart of lockdown, we are excited to have him joining us again to talk about numerous topics that we all been thinking about post lockdown, and our economy. Cameron has been an economist for 20 years. For over 11 years he was the Chief Economist…

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Bring in the Experts: Disclosure Requirements with MBIE

July 3 @ 11:00 am - 12:00 pm NZST
Online

Disclosure Requirements with MBIE We are excited to have both Sharon Corbett and Rose Wang from MBIE join us in a webinar to discuss the new disclosure requirements for financial advisers. MBIE has announced that 15 March 2021 is the start for the new financial advice regime.  We are pleased to finally have certainty on both the date of commencement of the new regime, and the disclosure requirements of the new regime. We appreciate these disclosure requirements are an important…

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