PAA IFA Professional Development Day - Balclutha

21 September 2017

FIVE SESSIONS - ATTEND THE ONES THAT ARE RELEVANT TO YOU.

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

Event location

Rosebank Lodge, 265 Clyde St, Balclutha

Event date/time

Thursday 21 September, 8.30 am - 4.00pm

Event contact information

Register at paa.co.nz or email jodie.brockie@paa.co.nz for more information.

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