Events Diary
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February 2019
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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. | ||||||
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30 Core Strand (Strategi Institute) |
31 Core Strand (Strategi Institute) |
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7 Investment Strand (Strategi Institute) |
8 Investment Strand (Strategi Institute) |
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11 Life and Health Insurance Strand (Strategi Institute)Residential Property Lending Strand for New Advisers – 3 Day Workshop |
12 Life and Health Insurance Strand (Strategi Institute)Residential Property Lending Strand for New Advisers – 3 Day Workshop |
13 Newpark Home Loans QuickstartResidential Property Lending Strand: Mortgage Specialist (Strategi Institute)Residential Property Lending Strand for New Advisers – 3 Day Workshop |
14 Residential Property Lending Strand: Mortgage Specialist (Strategi Institute) |
15 Residential Property Lending Strand: Mortgage Specialist (Strategi Institute) |
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19 KiwiSaver Specialist (Strategi Institute) |
20 Financial Advice Strand: Advice process (Strategi Institute) |
21 Financial Advice Strand: Advice process (Strategi Institute) |
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26 Core Strand (Strategi Institute)Threads - XPLAN Training Session |
27 Core Strand (Strategi Institute) |
28 Mortgage Adviser Practical Workshop (Strategi Institute)The Investment Store Summer 2019 Investment BriefingsThe Investment Store Summer 2019 Investment Briefings |
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