Loading Events

Past Events

Events Search and Views Navigation

Event Views Navigation

October 2022

Central Regional Meeting October 25th

October 25 @ 12:00 pm - 2:00 pm NZDT
BNZ Meeting Rooms, 203 Broadway Ave
Palmerston North, New Zealand
+ Google Map

October meeting of the Central Branch of Financial Advice New Zealand To be held on Tuesday, 25th October 2022 at the BNZ meeting rooms 203 Broadway Ave, Palmerston North at 12pm Guest Speaker Stacey Bell - City Economist Topic Manawatu economy update 12.00pm start with lunch finishing at 2pm Cost $20 incl GST RSVP by 12pm Friday, 21st October   Register now

Find out more »

Bring in the Experts: What does servicing your clients look like in the new regime?

October 26 @ 10:00 am - 11:00 am NZDT
Online
Bring in the Experts

Wednesday 26th October - Bring in the Experts: What does servicing your clients look like in the new regime? We have another great panel discussion lined up for this webinar. Our experts will share their views and thoughts on what the expectations are around looking after clients under the new regime. Have you changed your approach or put in a new policy for regular client contacts? How many times would you deem it helpful to make contact with clients and…

Find out more »

Canterbury/Nelson Regional Meeting October 28th

October 28 @ 9:00 am - 11:00 am NZDT
Russley Golf Club, 428 Memorial Av
Christchurch, New Zealand
+ Google Map

October meeting of the Canterbury/Nelson Branch of Financial Advice New Zealand To be held on Friday, 28th October 9am at the Russley Golf Club Doors open at 8:30am, event to begin at 9am The weather is warming up and we are enjoying more chances to connect with each other. Join us in October to brush up on your legislative knowledge. The topic for this session is the Residential Care Subsidy Act and what you as advisers need to know. The presentation…

Find out more »

November 2022

Super Wednesday – Lending

November 2 @ 10:00 am - 11:30 am NZDT
Online

Wednesday 2nd November - Super Wednesday – Lending Judy Steiner, MAC Chair, will lead the discussion this Super Wednesday with the Lending MAC. What’s your value proposition? How do you incorporate your disclosure documents into your advice process to build trust and value with your clients? This is a great opportunity for you to ask questions and join the discussion about best practice specifically for mortgage advisers. joining us from the MAC team are Judy Steiner – Mortgage Link John…

Find out more »

Bring in the Experts – How to interpret a set of financial statements.

November 9 @ 10:00 am - 11:00 am NZDT
Online
Bring in the Experts

Bring in the Experts - Wednesday 9th November - How to interpret a set of financial statements. This webinar is designed to provide a 101 on what financial statements are (and the new requirements) and how to analyse financial statements to obtain a better understanding of the financial position. There are a number of key analytical tools that can be applied to financial reports that provide you with a better understanding of how a business is operating and what are…

Find out more »
+ Export Events