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Live Training Calendar
Making sense of Retirement Homes
Wed, 15 September 2010 12:00 PM
Guiding Your Clients Through the Pitfalls of the Villages. Buying a retirement home is a complex and confusing business, as anyone who has had experience with a purchase will attest to! Each model of occupancy carries its own regime of different contracts, fees and charges, which can vary between states, between villages and even WITHIN villages! This can make it virtually impossible for a buyer to easily compare "apples with apples" when considering retirement home options. This session shows you how to develop a new advice service to retirees or their families who are considering the purchase of a retirement home.
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FPA Code of Professional Practice "CLIENT FIRST AND CLIENT ENGAGEMENT"
Thu, 30 September 2010 12:30 PM
The new FPA Single Code of Professional Practice reflects the new global professional standards for the financial planning profession and harmonises nine separate layers of obligation for FPA members into a single code of professional practice. Join Dr June Smith for this up-close and personal look at the first two critical components of the new Code and what they really mean for you.
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Inside Super for 2010 - Session 4
Thu, 21 October 2010 12:00 PM
SUPER REVIEW 2010
In the final session for 2010, Sue and Tim will assess the implications of the various super reviews on key client strategies with a special focus on the issues behind providing advice on SMSFs.
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