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.
If you have any dietary requirements please email Jodie Brockie, firstname.lastname@example.org
PAA Member: FREE
Non-Member: $70 including GST