PAA IFA Professional Development Day - Nelson
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
8.00am - Welcome Tea & Coffee
8.30 - 9.30 am: Reverse Mortgages - clients best interests, benefits and pitfalls
Ben Jamieson, Heartland Bank
9.30 - 10.30am: Impending legislative changes - what it means for you
John Botica and Derek Grantham, FMA
10.30 - 10.45am: Morning Tea
10.45 - 12.00pm: 'Super simplify' - client files, electronic communications and Privacy Act requirements
Peter Fernando, Kensington Swan
12.00 - 12.30pm: Lunch
12.30 - 1.45pm: Estate Planning 4-6 case studies on advice best practice
Bryan Ivamy, Perpetual Guardian
1.45 - 3.30pm: A practical approach to advising Business Owners on ACC, Cecilia Farrow
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, email@example.com
PAA Member: FREE
Non-Member: $70 including GST