Events Diary
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March 2018
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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 |
26 |
27 |
28 |
1 |
2 MDRT - Evolution of Advice |
3 |
4 |
5 |
6 Accelerating ISO 55000 Compliance for Integrated Asset Management |
7 |
8 |
9 |
10 |
11 |
12 |
13 Personal Risk Product Refresher Workshop - Auckland (1 day) |
14 Business Fundamentals Workshop - Auckland (0.5 Day)Business Risk Product Workshop - Auckland (0.5 Day) |
15 Meet The Managers Roadshow |
16 |
17 |
18 |
19 Financial Advice Strand: Advice process (Strategi Institute) |
20 Financial Advice Strand: Advice process (Strategi Institute) |
21 |
22 |
23 |
24 |
25 |
26 |
27 |
28 IFA Auckland Branch Meeting |
29 |
30 |
31 |
1 |

