View our Crucial Conversations webinars on demand centred on helping Advisers cut through fear, rumour, misinformation and provide rational, insightful advice during the Covid-19 pandemic.
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. We also unpick the behaviour influencing poor financial decisions and you’ll hear first-hand how you can influence behaviour and crucial decisions through holistic advice.
The knowledge gained through these webinars addresses aspects of Client Care including preparing clients for retirement and strategies for better long-term retirement outcomes.
CPD points are available.
Retirement Fit: Resilience, Health and Wealth
As an adviser you play a crucial role in your clients’ lives. Those in or approaching retirement value, and need, your advice and guidance more than most.
Retiring isn’t the end of the line, or the start of ‘smooth sailing’. Retirees face a new set of issues and challenges. As their adviser, many will come to you for guidance and support as they navigate retirement. It’s important you’re able to lend a hand, or point them in the right direction.
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.
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.
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.
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.
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Time to talk, time to listen webinar series
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?
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.
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.
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.
Check out our recorded webinars featuring Australian retirement experts.
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.
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.
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.
Business Development Team