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