PAA IFA Professional Development Day - Auckland

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.

Click here to find out more about the sessions and speakers.

Dietary Requirements

If you have any dietary requirements please email Jodie Brockie, jodie.brockie@paa.co.nz

Cost

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