AAP UPDATE | 21 DECEMBER 2017

/AAP UPDATE | 21 DECEMBER 2017
AAP UPDATE | 21 DECEMBER 2017 2017-12-21T14:59:32+00:00

UPCOMING WEBINARS

THE RISK BASED APPROACH – LEARNINGS FROM CLIENT COMPLAINTS

This session will examine some common advice related issues that can lead to client complaints. It will cover areas such as:

  • Insurance
  • Superannuation
  • Investments
  • Gearing
  • Fees
  • Administration
 The Risk – Based Approach – Learnings From Client Complaints
 Tuesday, 30 January 2018  10.30am – 11.30am (AEST)  Click Here to Register

STAYING FOREVER YOUNG – HOW TO ATTRACT GEN X & Y

84% of your professional buyers do not need financial advice but 65% would like to have financial coaching to help them make smarter decisions. Is this a mere play on words – what is the difference between financial advice and coaching? And can clients in their 20’s, 30’s and early 40’s be profitable for you?

 Staying Forever Young – How to Attract Gen X & Y | Adam Tyley – AIA
Thursday, 15 February 2017 2.30pm – 3.30pm (AEST)  Click Here to Register

A TO Z OF SUPER CONTRIBUTIONS

This webinar will examine the fundamentals of making contributions to super using multiple examples and case studies.  For advisers writing risk, this knowledge is also critical, considering the number of policies now written through superannuation. We look at concessional versus non-concessional, excess contributions, bring forward rule, contribution versus rollover, notice of intent issues, work test considerations and the CGT contribution cap.

 A to Z of Super Contributions | Ben Martin – AIA
Tuesday, 13 March 2017 10.30am – 11.30am (AEST)  Click Here to Register