PAA IFA Professional Development Day - Dunedin

Four sessions - attend the ones that are relevant to you.

Register on arrival (at least 15 mins prior to session).

The Day's Agenda

8.00am - Welcome Tea & Coffee

8.30 - 9.30 am: KiwiSaver HomeStart and other Government Home Ownership Assistance – What’s out there for first home buyers? - A KiwiSaver session with Ian Duncan, Housing New Zealand Corporation

9.30 - 10.30am: A Practice Guide to Succession and Continuity Planning for Advisers – a session with Aaron Klee, Head of Wealth Management Growth, AMP

10.30 - 10.45am: Morning Tea

10.45 - 12.45pm: How to uncover the risk needs and provide advice to Microbusinesses - a workshop by Cecilia Farrow, CLU

12.45 - 1.30pm: Lunch

1.30 - 3.30pm: Goals-Based Advice Process and Monitoring - a workshop with an Adviser Panel by Ben Brinkerhoff, Partner Growth Consilium

6 CPD Points Available*

*If an identified learning outcome within your 2017 Professional Development Plan.

About the sessions and speakers.

Click here to find out more about each session and speaker.

Cost

PAA Member: FREE
Non-Member: $70 including GST