EVENTS AND COURSES

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

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 told them.

Our speakers combine both legal, village sector and resident-led experiences to help you better serve your clients.

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SUPER WEDNESDAY: Insurance

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.

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Regional Roadshow 26 May – Nelson

We will be in Nelson on Thursday 26 May with some expert speakers who will deliver a series of presentations as well as provide the opportunity to discuss the topics that matter to you and your business.

We are looking forward to meeting you in person and having the time to network together and share our experiences with each other. We hope you can take a morning out and join us for a few hours.

The agenda is:
9-10am – Guest Speaker, TBC
10-10:30am – Legislation and Regulations Update – Leigh Hodgetts/Katrina Shanks
10:30-11am – Professional Insurance Liability Programme (including Professional Indemnity Insurance) – Curated Risk
11-11:30am – Morning tea
11:30-12:30am – Financial Advice Provider full licensing update by FMA

Please note these meeting will not be recorded and seats are limited

Regional Roadshow – Wellington

We will be in the Wellington on Thursday 2nd June with some expert speakers who will deliver a series of presentations as well as provide the opportunity to discuss the topics that matter to you and your business.

We are looking forward to meeting you in person and having the time to network together and share our experiences with each other. We hope you can take a morning out and join us for a few hours.

The agenda is:
9-10am – Economic Update – Economist, John Ballingall, Sense partners
10-10:30am – Legislation and Regulations Update – Leigh Hodgetts/Katrina Shanks
10:30-11am – Professional Insurance Liability Programme (including Professional Indemnity Insurance) – Curated Risk
11-11:30am – Morning tea
11:30-12:30 – Financial Advice Provider full licensing update – FMA

Please note these meeting will not be recorded and seats are limited

Regional Roadshow – Auckland

We will be in Auckland on Friday 10^th June with some expert speakers who will deliver a series of presentations as well as provide the opportunity to discuss the topics that matter to you and your business.

We are looking forward to meeting you in person and having the time to network together and share our experiences with each other. We hope you can take a morning out and join us for a few hours.

The agenda is:
9-10am – Guest Speaker, Economist Sharon Zollner, ANZ
10-10:30am – Legislation and Regulations Update – Leigh Hodgetts/Katrina Shanks
10:30-11am – Professional Insurance Liability Programme (including Professional Indemnity Insurance) – Curated Risk
11-11:30am – Morning tea
11:30-12:30am – Financial Advice Provider full licensing update by Leigh Hodgetts

Please note these meeting will not be recorded and seats are limited

Professional Ethics Workshop

This workshop delivered by Financial Advice NZ & The Ethics Conversation supports and enhances the competence of financial advisers seeking to demonstrate their commitment to professional ethics and good practice that underpins all client relationships.

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Regional Roadshow – Waikato

We will be in the Waikato on Friday 17^th June with some expert speakers who will deliver a series of presentations as well as provide the opportunity to discuss the topics that matter to you and your business.

We are looking forward to meeting you in person and having the time to network together and share our experiences with each other. We hope you can take a morning out and join us for a few hours.

The agenda is:
9-10am – Guest Speaker, TBC
10-10:30 – Legislation and Regulations Update – Leigh Hodgetts/Katrina Shanks
10:30-11am – Professional Insurance Liability Programme (including Professional Indemnity Insurance) – Curated Risk
11-11:30am – Morning tea
11:30-12:30pm – Financial Advice Provider full licensing update – FMA

Please note these meeting will not be recorded and seats are limited

Regional Roadshow – Christchurch

We will be in the Christchurch on Thursday 23rd June with some expert speakers who will deliver a series of presentations as well as provide the opportunity to discuss the topics that matter to you and your business.

We are looking forward to meeting you in person and having the time to network together and share our experiences with each other. We hope you can take a morning out and join us for a few hours.

The agenda is:
9-10am – Guest Speaker, TBC
10-10:30 – Legislation and Regulations Update – Leigh Hodgetts/Katrina Shanks
10:30-11am – Professional Insurance Liability Programme (including Professional Indemnity Insurance) – Curated Risk
11-11:30am – Morning tea
11:30-12:30pm – Financial Advice Provider full licensing update – FMA

Please note these meeting will not be recorded and seats are limited

Regional Roadshow – Otago

We will be in the Otago on Thursday 30th June with some expert speakers who will deliver a series of presentations as well as provide the opportunity to discuss the topics that matter to you and your business.

We are looking forward to meeting you in person and having the time to network together and share our experiences with each other. We hope you can take a morning out and join us for a few hours.

The agenda is:
9-10am – Guest Speaker TBC
10-10:30 – Legislation and Regulations Update – Leigh Hodgetts/Katrina Shanks
10:30-11am – Professional Insurance Liability Programme (including Professional Indemnity Insurance) – Curated Risk
11-11:30am – Morning tea
11:30-12:30pm – Financial Advice Provider full licensing update – FMA

Please note these meeting will not be recorded and seats are limited

Financial Advice AGM

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Financial Advice Conference

The 2022 Financial Advice New Zealand Conference will ignite what drives you and challenge you to take risks, explore new opportunities, step outside the box and do things differently.

SUPER EARLY BIRD SPECIAL – SAVE UP TO $150 OFF YOUR REGISTRATION

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