Webinar: Processes and Dynamics in investment decisions for Family-Owned Businesses

9 June 2016

Webinar: Processes and Dynamics in investment decisions for Family-Owned Businesses Many new businesses are family owned, or controlled. A strict adherence step processes may not work where there are multiple interests and viewpoints. Tony shares his experiences as a Rabobank succession-planning facilitator – familiar with dealing with the often complex dynamics of a family businesses. Tony outlines the processes an adviser could employ to ensure sound investment decisions, whilst dealing with various family structures, and personal and family priorities and goals. Guest Presenter: Tony Hammington Succession Planning Facilitator Rabobank *For Code purposes, if this CPD event meets an identified learning need in the adviser’s 2016 Annual Professional Plan, this event will qualify for up to 1 hour of structured CPD as defined by the Code of Professional Conduct for AFAs. All attendees will be provided IFA documentation to verify their attendance. The Institute will send a PDF of attendance documentation by email. For IFA members, this PDF is available in digital format on their personal online CPD log and can be assessed at any time at www.ifacpd.org.nz

Event location

Online IFA Webinar

Event date/time

2-3pm Thursday 9 June 2016 Logon for this webinar 15 minutes before 1 CPD hour (Code structured)*

Event contact information

$29 inc GST Register at: http://ifa.org.nz/consumers/events/eventdetail.php?eid=879

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