Calendar

 

Dec
10
Tue
VIC Pulse Paraplanner Breakfast
Dec 10 @ 7:00 am – 8:30 am

Let’s get together and connect with our local paraplanning community before the year draws to an end. I will be there as your AFA Pulse rep to chat about all things paraplanning and to find out what you as Paraplanners want from this community in 2020. This event is for AFA and non-AFA people alike so bring a friend! The bonus is it’s also at no cost to you, other than your breakfast and coffee. I look forward to seeing you there.

(Best parking is next to Coles on Spencer Street, just a couple of minutes down the road…)

Kate Fellows

Director, The Professional Paraplanner and AFA VIC Pulse Chair

Cost: No charge (Other than your coffee and breakfast!)

Agenda:

7.00am Intro and Welcome from Kate
7.30am Coffee & breakfast
8.30am Wrap up

Feb
20
Thu
Cultivating Advice Workshop
Feb 20 all-day

OUR FEBRUARY WORKSHOP THEME IS PRICING – What price for your advice?

What is the value of your advice? How are advisers expected to transition, price and deliver value as old pricing mechanisms of hourly rates, product fees or commissions fail to sustain the delivery of value clients seek. This popular workshop is essential for those advisers seeking to confirm or establish the strongest, most rewarding and most client based pricing methodology possible.

  • Dress code for the session is smart business casual.
  • Please arrive from 30 minutes prior to the session for registration.