PAA IFA Professional Development Day - Nelson

19 September 2017

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

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, Thrive Consulting

Event location

Nelson Golf Club, 38 Bolt Rd, Tahunanui, Nelson

Event date/time

Tuesday 19 September, 8.00 am - 4.00 pm

Event contact information

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

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