EVENTS AND COURSES

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

25 May 2022

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10:00am-11:00am

Online

FREE to Financial Advice Members and $50+gst for non-members

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.

SUPER WEDNESDAY: Insurance

1 June 2022

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10:00am-11:30am

Online

FREE to Financial Advice Members and $50+gst for non-members

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.

Regional Roadshow 26 May – Nelson

26 May 2022

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9am-1pm

Rutherford Hotel Nelson 

$20+GST members
$50+GST non-members

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

Click here to register

Regional Roadshow – Wellington

2 June 2022

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9am-1pm

TBC

$20+GST members
$50+GST non-members

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

Click here to register

Regional Roadshow – Auckland

10 June 2022

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9am-1pm

Remuera Golf Club, 120 Abbots Way, Remuera, 1050

$20+GST members
$50+GST non-members

We will be in Auckland on Friday 10th 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

Click here to register

Professional Ethics Workshop

15 June 2022

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09:00am-12:00pm

Online

$200 +gst for members | $300 +gst for non-members

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.

Regional Roadshow – Waikato

17 June 2022

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9am-1pm

Onyx Restaurant, Cambridge

$20+GST members
$50+GST non-members

We will be in the Waikato on Friday 17th 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

Click here to register

Regional Roadshow – Christchurch

23 June 2022

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9am-1pm

Russley Golf Club

$20+GST members
$50+GST non-members

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

Click here to register

Regional Roadshow – Otago

30 June 2022

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9am-1pm

Dunedin Venues

$20+GST members
$50+GST non-members

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

Click here to register

Financial Advice AGM

5 September 2022

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3PM

Te Pae Convention Centre
Christchurch

Financial Advice Conference

6 – 7 September 2022

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9.00am

Te Pae Convention Centre
Christchurch

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

Find out more and register