PAA IFA Professional Development Day - North Shore
Five sessions - attend the ones that are relevant to you.
Register on arrival (at least 15 mins prior to the session).
The Day's Agenda
8.30am - Welcome Tea & Coffee
9.00 - 10.00 am: Reverse Mortgages - clients best interests, benefits and pitfalls
Ben Jamieson, Heartland Bank
10.00 - 11.00am: Impending legislative changes - what it means for you
John Botica and Derek Grantham, FMA
11.00 - 11.15am: Morning Tea
11.15 - 12.30pm: 'Super simplify' - client files, electronic communications and Privacy Act requirements
Peter Fernando, Kensington Swan
12.30 - 1.00pm: Lunch
1.00 - 2.15pm: Estate Planning 4-6 case studies on advice best practice
Bryan Ivamy, Perpetual Guardian
2.15 - 4.00pm: A practical approach to advising Business Owners on ACC
Cecilia Farrow, Thrive Consulting
6 CPD Points Available*
*If an identified learning outcome within your 2017 Professional Development Plan.
About the sessions and speakers.
More about the sessions and speakers coming soon.
If you have any dietary requirements please email Jodie Brockie, firstname.lastname@example.org
PAA Member: FREE
Non-Member: $70 including GST