Financial Awareness Week Events
Networking Function - IFA Otago branch
Financial Awareness Week is run by the Institute of Financial Advisers to raise awareness of the value of getting professional advice. This year the week runs from the 15th - 19th August. Recent legislative changes have lifted the bar in terms of both professional requirements and consumer expectations - and of the value of working with financial advisory professionals. Financial Awareness Week will feature seminars designed to outline for other professionals such as lawyers and accountants the new requirements, best practice process, and how an Institute member can help you provide better service to clients.
IFA Otago branch invite you to the Networking Function including a presentation on 18 August.
Where: Cargills Quality Hotel
When: Thursday 18 August, 1.00 pm
RSVP: 17 August monique.mclennan@perpetual.co.nz or phone (03) 924-3534
Highlight: The value of working with financial advisory professionals - IFA Waikato branch
The IFA Waikato branch invite all professionals to the two meetings held on 16 August.
Where: Claudelands Event Centre
When: Tuesday 16 August, 9.00 am and 11.00am
Investment: Free
For further information: helen.skedgwell@asb.co.nz
The GREAT Debate - Is compulsory superannuation the only game in town?
The Great Debate is our public launch of the Institute’s Financial Awareness Week, here in Wellington.
Where: Ilott Theatre, Wellington Town Hall
When: Tuesday 16 August, 10.30 - 11.30am
Investment: Attendance is free, but please RSVP.
RSVP: info@ifa.org.nz
It’s an opportunity to get a group of experts to debate the issue in a lively and interesting way – and to show what really matters most.
Along the way you’ll pick up useful tips to use in conversations with clients, prospective clients and others. After all, the value of getting good advice has never been more real!
The Debate will be chaired by David Ireland, Kensington Swan partner and member of the Code Committee.
Panellists include
- David Beattie (investment Head, Grosvenor)
- Ed Schuck (former NZ Head of Russell investments)
- Andrew Harmos (Chair, NZX)
- Peter Nielsen (CEO, ISI)
- Hon Lianne Dalziel (MP for Christchurch East, Labour Party Spokesperson for Small Business, Commerce, Electoral Reform and Regulatory Reform)
- Nigel Tate (President, Institute of Financial Advisers)
We’re anticipating significant media interest and coverage
Come along, support your Branch and your Institute – learn and have fun at the same time .
Networking Functions - IFA Southland Branch
The IFA Southland Branch invite you to the Networking functions including a presentation on 17 August.
Where: Invercargill Public Library Meeting Room (2nd Floor)
When: Wednesday 17 August, Presentation at 12.15pm (lunch provided) Or 5.15pm (drinks & nibbles provided)
RSVP: 10 August 2011 janna@mwm.net.nz
Presenters
12:15pm Session: Stephen O'Connor & Liz Young
5:15pm Session: Anthony O'Connor & Sue Jones
KIWISAVER Update - FINSIA
Finsia invite you to our Friday 19 August event titled " A Kiwisaver update". This event is proudly sponsored by Beyond.
Where: Wellesley Boutique Hotel, 2-8 Maginnity Street, Wellington
When: Friday 19 August, 12.30 for light lunch, speaker at 1pm, conclude by 2pm
Investment: Members $40, Non members $67, Group bookings 4+ $57ph
RSVP: 16 August
CPD: One point
Kiwsaver is alive and well and on its way to reaching $60 billion of invested funds. The New Zealand Government budget of 19 May announced some changes to Kiwisaver. Join us to hear about these changes and why the Government has made them. What are the implications for the wealth industry, based upon these changes?
Our speaker is Aaron Gilmore, MP,SA Fin, M Com (Hons), ACA. Aaron is a member of the Finance and Select Committee and the Government Economic team that has been undertaking these economic changes. A trained Economist with 10 years experience in various corporate roles, Aaron previously worked for multinational General Cable running new ventures across Asia. He is a Senior Associate member of Finsia.
TO REGISTER, please click on the weblink below and print flyer off and forward in:
