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Retirement decisions - the good, the bad and the costly
This three part series explores the drivers of ‘the retirement decision’, the when and the how. It will unpick the behaviour influencing poor financial decisions and you’ll hear first-hand how you can influence behaviour and crucial decisions through holistic advice.
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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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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 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
Retirement Fit: Resilience, Health and Wealth
In this webinar series where we explore how good physical and mental health can help your clients become more resilient, adaptable and fulfilled. You'll also learn how retirees can supplement their income, find purpose and develop social networks via the growing gig economy.
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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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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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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
Time to talk, time to listen
For many retirees the Covid-19 pandemic looms as a serious health threat with a potentially devastating effect on their retirement savings and future lifestyle. How do you cut through fear, rumour, misinformation and provide rational, insightful advice. And be heard?
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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
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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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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