PAA IFA Professional Development Day - North Shore

30 March 2017

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

Register on arrival (at least 15 mins prior to session).

THE DAY'S AGENDA 8.00am - Welcome Tea & Coffee

8.30 - 9.30 am: KiwiSaver HomeStart and other Government Home Ownership Assistance – What’s out there for first home buyers? - A KiwiSaver session with Ian Duncan, Housing New Zealand Corporation

9.30 - 10.30am: A Practice Guide to Succession and Continuity Planning for Advisers – a session with Aaron Klee, Head of Wealth Management Growth, AMP

10.30 - 10.45am: Morning Tea

10.45 - 12.45pm: How to uncover the risk needs and provide advice to Microbusinesses - a workshop by Cecilia Farrow, CLU

12.45 - 1.30pm: Lunch

1.30 - 3.30pm: Goals-Based Advice Process and Monitoring - a workshop with an Adviser Panel by Ben Brinkerhoff, Partner Growth Consilium

Event location

Fairway Conference Centre

Event date/time

8.00am - 3.30pm

Event contact information

For more information, visit www.paa.co.nz or contact Jodie Brockie at jodie.brockie@paa.co.nz

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