Adviser Webinars

Crucial Conversations
Adviser Webinar Series

FIND OUT MORE
Allianz Retire+ is dedicated to developing flexible financial solutions for Australian retirees and acknowledge the crucial role financial advisers play in society.  We help people accumulate wealth for a more resilient and sustainable retirement.
Our informative webinar suite is loaded with insights, strategies for retirement, client and practice management tips all designed to help advisers holistically manage clients (and their portfolios) who are nearing or in retirement.

What's new

Investing in Retirement is Different webinar series

  • Dissecting Retirement Income Solutions

    Dissecting Retirement Income Solutions

    Leveraging the technical expertise from the Atchison Team this webinar explores the impact of transitioning into retirement on risk profiles and more.

    WATCH NOW

Recommended for you

Investing in Retirement is Different webinar series

  • Module 1
    Retirement Risks and Challenges

    Sequencing risk, low yields, low growth and longer life expectancies. What are the risks in retirement and how do you manage them to avoid costly consequences?

    VIEW MORE

  • Module 2
    Building Portfolios for Retirees

    Retirement portfolios need to address the unique risks of retirement. How do you provide exposure to growth assets while ensuring retirement savings last?

    VIEW MORE

  • Module 3
    Modelling Retirement Portfolios

    Learn how next-gen stochastic modelling tools can help advisers construct and evaluate high confidence retirement portfolios.

    VIEW MORE

  • Module 4
    Retirement Tools and Solutions

    Not all retirement solutions are created equal. We look at some of the solutions available and which may be more appropriate for today’s conditions.

    VIEW MORE

Crucial Conversations webinar series

  • Tony Bulmer, Founder of the Bulmer Group

    Tony 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.

    VIEW MORE

  • Naomi Abbott, Director of Conscious Presence

    Naomi discusses how to truly connect with your clients through your conversations so you can build on and enhance trust. 

     

    VIEW MORE

  • 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. 

     

    VIEW MORE

  • Dr Ginni Mansberg, GP, Author, Speaker & TV Presenter

    Dr Ginni Mansberg, a leading GP, will explore how you can take care of yourself and your clients to ensure you maintain the right balance amidst the drama. You’ll gain insights and health hacks to live the life we all want to lead, even in a crisis.

     

    VIEW MORE

  • Dr Tim Sharp, Psychologist, Author & Speaker

    There’s not much that Dr Tim Sharp, aka Dr Happy, doesn’t know about human behaviour, happiness, and how to help others. Tim will share what he’s learned about mental health, resilience, and thriving and flourishing in times of crisis.

     

    VIEW MORE

  • Melinda Livingstone, Founder of IncomeConnection

    Melinda’s business is primarily focused on the over 50’s segment, helping retirees set themselves up for financial success. Melinda will discuss the changing nature of work and the opportunities that arise from a range of flexible income options.

     

    VIEW MORE
VIEW ALL

Check out our recorded webinars featuring Australian retirement experts.

  • Retirement Portfolios in a Changing World
    Retirement Portfolios in a Changing World

    We discuss the inherent problems with traditional retirement investing and explore the tools needed to build specialised decumulation portfolios that aim to deliver greater certainty and confidence to retiree clients.

    WATCH VIDEO
  • Facilitating Holistic Retirement Advice
    Facilitating Holistic Retirement Advice

    Our Head of Distribution, Caitriona Wortley sits down with the Three Sisters Group to discuss holistic advice and changes in the retirement landscape.

    WATCH VIDEO
  • Future Safe and the five key needs of retirees
    Future Safe and the five key needs of retirees

    Watch Lydia Kapterian explain how Future Safe can address the five key needs that provide comfort and peace of mind for retirees.

    WATCH VIDEO
  • The need for innovation within retirement and the changing landscape
    The need for innovation within retirement and the changing landscape

    We discuss the need for greater innovation within the retirement segment and the changing landscape. We also get Zenith's view on Future Safe as a retirement solution and how to conduct retirement portfolios.

    WATCH VIDEO

Business Development Team

If you have any questions about the webinars please email us

  • Want all the details?

    Find the PDS in our Resources section.

    Resources
  • Need more help?

    Can’t find what you need? Just ask us.

    Contact Us