Events Diary
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August 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 |
31 |
1 Women in Leadership Workshop |
2 Residential Property LendingWomen in Leadership Workshop |
3 National Advisers Conference 2017 |
4 National Advisers Conference 2017 |
5 |
6 |
7 |
8 Transitioning from Accountant to Finance Leader WorkshopSovereign Business Fundamentals - Auckland (0.5 Day)Sovereign Business Products Workshop - Auckland (0.5 Day) |
9 PAA Mortgage Lending for New Advisers Refresher WorkshopTransitioning from Accountant to Finance Leader WorkshopSovereign Personal Product Refresher Workshop - Auckland (1 Day) |
10 |
11 |
12 |
13 |
14 PAA Mortgage Lending for New Advisers CourseFinancial Advice Strand |
15 PAA Mortgage Lending for New Advisers CourseSovereign New Adviser Course (3 days) |
16 PAA Mortgage Lending for New Advisers Course |
17 Meet the Managers Roadshow |
18 |
19 |
20 |
21 Sovereign New Adviser Course (3 days) |
22 Partners Life Seminar - Closing the Written to Issued Gap |
23 |
24 Sovereign Business Fundamentals - Wellington (0.5 Day)Sovereign Business Products Workshop - Wellington (0.5 Day) |
25 Sovereign Personal Product Refresher Workshop - Wellington (1 Day) |
26 |
27 |
28 Residential Property LendingThe Women in Insurance and Wealth Management Leadership Summit 2017Mortgage Adviser: RPL Strand Course |
29 Mortgage Adviser: RPL Strand Course |
30 Mortgage Adviser: RPL Strand Course |
31 |
1 |
2 |
3 |