This registration option is only for online streaming if you wish to attend in person please contact Sarah on 0800 432 101.

Putting the “success” in succession planning.

Regardless of our own Adviser industry speciality, it is crucial that as Advisors, we are across the subject of personal succession planning for ourselves, and our clients. Whether you offer Financial Planning or not, you need to know the basics and the options so you can broach the subject of future planning with your clients.

We will be bringing together a panel of experts will provide their insights into the importance of discussing your clients’ future wealth considerations. Topics covered include: Wills, EPA’s, ageing clients, relationship property – contracting out agreements, retirement villages v residential care, gifting and reverse mortgages and the alternatives.

8.15am Tea & Coffee

8.30am Welcome

8.40am Financial Advice NZ - preparing for the new regime
Andrew Gunn

8.50am Succession Speakers
Industry Experts

9.45am Q&A with Speakers

10.10am Morning Tea

Cost: $15

Please Note: - up to 1.5 Structured CPD hours are available for this event

Registration Options 
In person – Cost of $15 per person for venue, coffee, tea & muffins that will be available from 8am

(Please RSVP Sarah at Financial Advice New Zealand on 0800 432 101)

or
 Online live stream via Zoom - click blue 'register myself' button to register on this page

Learning Outcomes

Private medical cover update

Estate experts to explain the value of good estate planning strategies and how they add value to our customers overall financial plan is essential.   It also serves as an opportunity to ask questions directly, and to upskill or refresh their understanding of wills, EPAs Trusts.  Attendees will be better able to communicate the most suitable estate planning options to their customers. 

Investment advisers – it will be useful to have an understanding of how a client’s assets are structured and how this can fit in with their broader financial situation and plans. It’s also useful to know how accommodation options like retirement villages and residential care facilities are calculated and financed.

Risk advisers – understand how EPAs can make it easier if a client needs to make a claim on an insurance policy, and how a client’s assets are structured can impact their financial situation and their insurance needs.

Lending advisers – know the most common structures for property ownership, how gifting works (such as when a family member assists with a deposit for a home), and have an understanding on matters relating to legal capacity and undue influence.