Free

National Adviser Investment Development Day

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Location

New Zealand

October

28th Auckland or 30th Christchurch

New Zealand

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Event description
IFA adviser event only - limited seating:

About this Event

Milestone Financial Group is upgrading services to IFA advisers to better enable them to provide superior investment outcomes for their clients. A core part of the service are 3 limited audience adviser forums each year. Until 2021 any registered financial adviser is welcome to attend (first in first served basis) alongside current members.

"We want these days to be challenging and engaging and not death by PowerPoint," said Grant Pearson Milestone's new group head. He went on to say, "Advisers will be involved in the process across the day. One rule we have set ourselves is that you must be able to use what is shared with a client the very next day back in your office. It has to be more than just interesting; it must also be highly applicable and practical"

The theme of September's adviser forum is; 'If low-interest rates are here to stay....what does this mean for client portfolios?' All topics and content is built around this theme culminating in a series of conclusions and take-outs

Expect a day of breakout sessions, group discussions, My Fiduciary Research presentation, an industry panel (The Grill) and a hotly contested Great Debate (entitled, 'Has anything really changed in building client income post-Covid?').

Auckland:

Wednesday, 28th October at EMA Facility, 145 Khyber Pass Rd, Grafton

Christchurch:

Friday, 30th October at Peppers Clearwater Resort, Clearwater Ave, Northwood

About:

• 8am for 8.30 sharp start- 2.45pm finish

• Professional Development Credits available

• Discounted hotel rates (email admin.canterbury@milestone.co.nz for details)

• Free and Easy parking Christchurch

• Easy parking next door to the venue in Auckland

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Date and Time

Location

New Zealand

October

28th Auckland or 30th Christchurch

New Zealand

View Map

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