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March 2021

AFA Member Update Webinar

March 10 @ 12:00 pm - 1:30 pm

As a valued member of the AFA we invite you to join us for an online update on:What’s happening at the AFAKey policy & regulatory changes impacting you and your business including:Annual renewalsClaims handlingSuperannuation feesBreach reportingSingle disciplinary bodyAccess and affordability of financial adviceLife Insurance review  Webinar Details:'AFA Member Update Webinar'Wednesday 10 March12:00pm - 1:30pm (AEDT)Up to 1hr CPD AFA member opportunities to connect and collaborate.The webinar is live and interactive, giving you the opportunity to ask questions of our AFA leadership team. We…

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International Women’s Day Community walk

March 13 @ 6:45 am - 9:00 am

This is a fantastic way for you, your family and friends to take part in an in a walk/run (at your own pace!) which will end with a BBQ breakfast for everyone!  This was a very popular event in our 2020 calendar and is back again.  There's a small registration fee to take part, with 100% of proceeds going to the Small Steps 4 Hannah Foundation, dedicated to the memory of Hannah Clarke and her children, which aims to HALT…

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All your retirement living questions answered

March 16 @ 11:00 am - 12:00 pm

Australia’s aging population means more people are over 65 that ever before. Where will they all live? Stay in their own home, downsize to something smaller or move into a retirement community. With an increasing focus on retirement community living, we’ve gathered a group of financial, aged care and retirement community experts to answer all your questions:- Retirement living vs aged care - what are the differences (funding, financials and customers)- What are the costs? - ingoing, ongoing and outgoing- Pension…

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Leveraging behavioural insights to increase client engagement

March 30 @ 11:00 am - 12:00 pm

Join us for this valuable webinar from Dr Campbell Heggen who will explore how an understanding of behavioural insights can help you in your business.There are numerous factors that influence the decisions that people make. You’ll be introduced to two key behavioural design frameworks which you can use to identify and mitigate frictions in the financial planning process. And help design your conversations and business processes for behavioural changes. Meet Our Guest SpeakerDr Campbell Heggen is a Senior Lecturer in Financial…

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