UPCOMING WEBINARS | 02 FEBRUARY 2018

/UPCOMING WEBINARS | 02 FEBRUARY 2018
UPCOMING WEBINARS | 02 FEBRUARY 20182018-02-01T16:51:37+00:00

REGISTER FOR OUR NEXT FUTURE UNLIMITED WEBINAR!

Learn the strategies the top financial advice companies in Australia use to boost client satisfaction and retention.

You may think you’re doing a great job servicing your clients, but how do you benchmark that performance, learn from it and make positive changes to your firm?

Join Ray Henderson from Business Health on Wednesday 21 February at 1pm AEST, where you will:

  • Discover what advice firms are excelling at and where they need to improve.
  • Be encouraged to think critically about your own firm and what best practice client service means for you.
  • Learn practical tips to improve your level of client service, increase retention and drive more referrals.
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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?

Webinar: Staying Forever Young – How to Attract Gen X & Y | Adam Tyley – AIA

Date: Tuesday, 15 February 2018

Time: 2.30pm – 3.30pm (AEST)

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QUARTERLY TECH TIPS

Are you planning to attend the March 2018 CPAL Masterclass? If so, this webinar will provide you with some vital background information that will allow you to shine in front of your peers! The webinar will provide an overview of Veteran Affairs payments and entitlements and look at the age-old question of superannuation adequacy for a comfortable retirement.

Webinar: Quarterly Tech Tips | Peter Kelly & Mark Teale

Date: Wednesday, 21 February 2018

Time: 10.30am – 11.30am (AEST)

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INVESTABLE MEGATRENDS

This webinar will explore five major megatrends that will influence investment strategies over the next five years. These megatrends are in various stages of maturity and may not be unfamiliar to the audience, however they are all at significant junctures. Importantly, these five megatrends are also ‘investable’ – this talk will discuss these trends in detail and will show how they might translate into practical investment opportunities.

Webinar: Investable Megatrends | Charles Stodard – Zurich

Date: Tuesday, 06 March 2018

Time: 10.30am – 11.30am (AEST)

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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.

Webinar: A to Z of Super Contributions | Ben Martin – AIA

Date: Tuesday, 13 March 2018

Time: 10.30am – 11.30am (AEST)

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