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Upcoming webinar
PORTFOLIO CONSTRUCTION
Delivering on the Objective of Certainty
Join Tim Dowling and Anthony Dowle in this two-part webinar series investigating how your advice can be enhanced by delivering on the objective of certainty. Learn about:
- The concept of certainty and how it can be communicated to clients
- How to translate certainty into a clearly defined objective in an SOA
- How certainty can be consistently measured and successfully delivered upon
Tuesday 15 March 2022, 11:00am CPD hours TBC
View webinars by series
Latest webinars
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Delivering on the Objective of Certainty PORTFOLIO CONSTRUCTION
Delivering on the Objective of CertaintyResearch shows that people – irrespective of financial or demographic position – crave certainty.
Webinar 1: 45 min, 0.75 CPD points
Webinar 2: 45 min, 0.75 CPD points -
Building Better Retirement Portfolios PORTFOLIO CONSTRUCTION
Building Better Retirement PortfoliosA maturing superannuation system coupled with a persistently low interest rate environment has meant that Australia’s need for innovative retirement solutions has never been greater.
45 min 1 CPD points
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The Triple Threat to Retirement Portfolios PORTFOLIO CONSTRUCTION
The Triple Threat to Retirement PortfoliosExplore the ways in which Future Safe can be set up and applied to a retirement portfolio.
The Theory: 62 min 0.75 CPD points
In Practice: 57 min 1.0 CPD points
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Crucial Conversations Webinar 3 | Allianz Retire+ PRACTICE & CLIENT MANAGEMENT
Life changing decisions - best made with good adviceOur expert panel discuss real retiree experiences, the impact of poor decisions and how holistic and ethical advice can improve retirement outcomes.
55 min 1.0 CPD points
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Crucial Conversations Webinar 2 | Allianz Retire+ PRACTICE & CLIENT MANAGEMENT
What are clients thinking? Exploring bad financial decisionsWe debunk misconceptions around client risk aversion and investigate how fear and uncertainty, can influence a potentially damaging defensive financial position.
52 min 1.0 CPD points
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Crucial Conversations Webinar 1 | Allianz Retire+ PRACTICE & CLIENT MANAGEMENT
Retirement - choice or circumstance?Join Prof Joanne Earl, Macquarie University and Joanna Orrell, Allianz Retire+ as they explore the psychological drivers and impact of poor retirement decisions.
58 min 1.0 CPD points
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Defensive Alternative PORTFOLIO CONSTRUCTION
Resist the Status Quo – Defend with Future SafeDefensive assets like term deposits and cash can’t provide the returns retirees need to sustain retirement income for a lifetime.
50 min 1 CPD points
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Behavioural Finance BEHAVIOURAL FINANCE
The Role of Behavioural Finance in the Post-Retirement CrisisTransition to retirement is complex. The adjustment from saving to spending can be coupled with irrational behaviour and poor decision making.
26 min 1.0 CPD points
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Redefining Defensive Assets INDUSTRY EXPERTS
Redefining defensive assetsHear from Matt Olsen and Tim Dowling as they discuss the income and growth challenges faced by retirees and how a new defensive alternative can help achieve better outcomes for your clients.
40 min 1.00 CPD points
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Breaking down the Retirement Income Review INDUSTRY EXPERTS
Breaking down the retirement income reviewWe were delighted to welcome Dr Deborah Ralston, panel member of the Independent Retirement Income Review, and Sally Evans, Retirement & Aged Care Specialist to our Insights Session Webinar where they discussed the findings of the Government’s Retirement Income Review final report.
Duration: 42 min | 0.75 CPD points
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Dissecting Retirement Income Solutions INDUSTRY EXPERTS
Dissecting retirement income solutionsLeveraging the technical expertise from the Atchison Team this webinar explores the impact of transitioning into retirement on risk profiles and why a conservative accumulation portfolio is no longer adequate for the majority of retirees.
Duration: 54 min | 0.75 CPD points
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Tools and Solutions PORTFOLIO CONSTRUCTION
Retirement Tools and SolutionsNot all retirement solutions are created equal. We look at some of the solutions available and which may be more appropriate for today’s conditions.
29 min 0.75 CPD points
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Modelling Retirement Portfolios PORTFOLIO CONSTRUCTION
Building and Modelling Retirement PortfoliosWe look at some of the solutions available and which may be more appropriate for today’s conditions.
42 min 0.75 CPD points
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Portfolios for Retirees PORTFOLIO CONSTRUCTION
Building Portfolios for RetireesModelling tools can help advisers construct and evaluate high confidence retirement portfolios.
49 min 0.75 CPD points
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Risks and Challenges PORTFOLIO CONSTRUCTION
Retirement Risks and ChallengesWhat are the risks in retirement and how do you manage them to avoid costly consequences?
37 min 0.75 CPD points
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Melinda Livingstone PRACTICE & CLIENT MANAGEMENT
Out of Change Comes OpportunityIncome supports lifestyle and can give people purpose. Some clients may have had retirement unexpectedly thrust upon them, while others crave the old working life or need extra income. How can you find work flexibility and income in retirement?
29 min
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Dr Tim Sharp PRACTICE & CLIENT MANAGEMENT
Habits for HappinessCOVID-19 has significantly impacted economies, retirement savings and the way people are living their lives. How has it influenced people's mental health?
32 min
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Dr Ginni Mansberg PRACTICE & CLIENT MANAGEMENT
Why coffee is good for youYour health is the key to living a productive life. Eating healthy, exercising and getting plenty of sleep – what else could you be doing?
32 min
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Jon Glass PRACTICE & CLIENT MANAGEMENT
Adjust and Thrive in Changing CircumstancesJoin Jon Glass, retirement coach and author from 64PLUS. Jon’s session is not about financial advice, it’s about how to adjust and thrive amidst changing circumstances. Jon utilises a coaching approach to explore how your clients can learn to adapt and live their best retirement.
33 min
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Naomi Abbott PRACTICE & CLIENT MANAGEMENT
Enhancing Communication and Client TrustNaomi Abbott, Director of Conscious Presence, discusses how to truly connect with your clients through your conversations so you can build on and enhance trust. You'll learn about the neuroscience/brain functioning behind conversations, helping you to identify the triggers that may overrule rational thinking and impact trust.
32 min
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Tony Bulmer PRACTICE & CLIENT MANAGEMENT
Virtual CommunicationTony Bulmer, Founder of the Bulmer Group, discusses how planning and structuring conversations utilising video conferencing, along with creating the right environment, will ensure clarity of messaging for maximum impact and understanding.
31 min