ZONE Education – Balancing Ethics and Emotions: Advising Clients on Life’s Toughest Decisions
Zone Education says that divorce rates in Australia are climbing and many financial advisers will be dealing with older clients facing issues around end of life, estate planning and wealth transfer.
“These ‘moments which matter’ are critical for financial advisers to understand, as they present unique ethical challenges that come with advising clients and family members when life changes suddenly (or not so suddenly).”
It says that this session, together with guest speaker and specialist Jordan Vaka, Owner & Financial Planner PlanningSolo, delves into the ethical dilemmas that might arise while handling clients going through divorce and death.
CPD will be available for this session.
Date: Thursday, 19th September
Time: 12:00pm – 1:00pm AEST
Click here for more information.
MDRT Lunch & Learn -Victoria: MDRT Victoria State Chair, Paul Milbourne, says this is the next instalment of MDRT Coaching via an intimate luncheon session to hear from long-term MDRT member Adam Morse and event partner, Futurity.
Speakers
Adam Morse: Advising the Ultra High Net Worth – A Journey from Financial Planning to Family Office
Futurity Investment: Education and Legacy Wealth Transfer
There will be a Q&A segment towards the end of the session to ensure attendees maximise their time and gain valuable insights.
Date: Thursday, 10th of October, 2024.
Location: Level 15 / 333 Collins Street, Melbourne.
Time: 12.00 pm start and concludes at 2.30 pm.
A light lunch will be provided.
Click here to register.
The FAAA Melbourne Metro Community is promoting its 2024 FAAA Melbourne Metro Community INSPIRE Lunch Event on Tuesday 22 October, at the Royal Automobile Club of Victoria.
Enjoy a two-course plated lunch with colleagues and committee members while hearing from inspirational guest speaker Samantha Gash, endurance athlete and an influential Australian speaker with over 15 years of global experience.
Date: Tuesday 22 October
RSVP: By Tuesday 8 October
Registration: From 11:15am
Event time: 11:30am – 3:30pm
Location: Royal Automobile Club of Victoria – Level 17, 501 Bourke Street, Melbourne VIC 3000.
More information: events@faaa.au
FAAA Congress 2024
November 27-29, 2024
Brisbane
More details to come
See: https://faaa.au/congress-2024/