Events Diary
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May 2017
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"A bold new event format for advisers. Join us for a high-energy event designed to challenge thinking and spark smarter conversations. The financial advice industry is evolving rapidly — regulation, technology, remuneration, KiwiSaver, medical insurance, AI, compliance… and plenty of strong opinions. This event series puts the spotlight on those opinions. While you’ll still receive valuable partner insights, practical updates, and short presentation segments, the centrepiece of the event is a structured, live debate between advisers on one carefully selected controversial industry question. This isn’t a traditional roadshow — and it isn’t just a debate either. It’s a dynamic mix of structured debate, practical updates, and interactive engagement designed to make industry events more meaningful and memorable. Spaces are limited to ensure a high-quality experience and strong engagement. Come ready to think. Arrive from 9:15 am for tea, coffee, and networking. Session begins promptly at 9:30am. | ||||||
| Mon | Tue | Wed | Thu | Fri | Sat | Sun |
1 Residential Property Lending Wealth Innovation Roadshow - Panmure Auckland |
2 |
3 Sovereign Personal Product Refresher Workshop - Auckland (1 Day) |
4 The Investment Store Autumn 2017 Investment Briefings - Global Equity Update and OutlookSovereign Business Fundamentals - Auckland (0.5 Day)Sovereign Business Products Workshop - Auckland (0.5 Day) |
5 |
6 |
7 |
8 Sovereign New Adviser Course (4.5 days) |
9 Core Strand |
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11 Disrupt Yourself - How to Innovate, Validate & Convert |
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13 |
14 |
15 |
16 Residential Property Lending |
17 PAA Mortgage Lending for New Advisers Refresher Workshop |
18 FSCL 2017 Conference - Seeing the wood for the treesCFA Society: Future of Finance Conference |
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20 |
21 |
22 PAA Mortgage Lending for New Advisers CourseThe 2nd Annual Women in Retail and FMCG Leadership Summit 2017 |
23 PAA Mortgage Lending for New Advisers CourseExecutive Assistant Development Program |
24 PAA Mortgage Lending for New Advisers CourseFinancial Advice StrandExecutive Assistant Development Program |
25 PAA Mortgage Lending for New Advisers Course |
26 PAA Mortgage Lending for New Advisers Course |
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31 |
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