Getting the Most Out of Your Technology
Earn 1.5 verifiable CPD points
PROpulsion Summit 2023
Earn 5 CPD points.
Two Pot System
Earn 1.5 verifiable CPD points
Opportunities from Financial Statements
Earn 1 verifiable CPD point.
Budget Review 2024
Earn 1 verifiable CPD point.
We discuss the Budget for 2024 and how it impacts financial planners and their clients.
7 Powerful Habits to Build a Legendary Financial Services Practice
Earn 1 verifiable CPD point
In this session, we discuss 7 powerful habits that will help financial professionals build the practice of their dreams, much quicker than they may experience currently or than they think possible.
Retirement and Tax 2024
Earn 1 verifiable CPD point.
We discuss the various tax considerations during different phases of retirement planning.
Income Options at Retirement
Earn 1 verifiable CPD point.
We discuss the various income options at retirement.