Masterclass

Choose from three in-depth masterclasses. Learn from the experts how they successfully apply strategy to real business outcomes.

 
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Creating Retirement Certainty Masterclass

Moderator: Graham Rich

Partner and Publisher, PortfolioConstruction Forum

Monday 13 October

1.15pm – 3.15pm

Creating Retirement Certainty Masterclass

Now more than ever retiree clients are seeking certainty for their financial nest eggs that only good quality financial advice can provide.

In this masterclass we will explore themes and learnings that will allow advisers to develop their own robust and defendable investment philosophy with supporting portfolio construction strategies that lead to security of income and management of longevity risk for our retiree clients.

Katie-Wiffen200Katie Whiffen
Portfolio Specialist Manager, Retirement Solutions
MLC
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David-Wright200David Wright
Director
Zenith Investment Partners
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Veronica-Klaus200Veronica Klaus
Senior Investment Consultant
Lonsec
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Corporate Superannuation Masterclass

Douglas Latto

President, Corporate Super Specialist Alliance (CSSA)

Monday 13 October

1.15pm – 3.15pm

The New World of Corporate Super Specialists

Hear Douglas Latto, President of the Corporate Super Specialist Alliance (CSSA) who will update you on where Corporate Super Advice has landed and the journey so far. He will give you his perspective on how he sees the future for this highly specialised area of advice.

Hear how the major corporate super providers are adapting their products and services to support advisers which will include comment from AMP, Colonial First State, BT and IOOF on;

  • What has been the impact of the introduction of MySuper on employee investment behaviour
  • Has MySuper changed Employer perceptions on current service arrangements in place with advisers
  • Interpretation of the rules and regulations in relation to intra fund advice, general and personal advice
Partnered with

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Inspire Masterclass

Dr Gemma Munro

Managing Director, Inkling Women

Monday 13 October

1.15pm – 3.15pm

Creating an Authentic and Influential Voice

Research shows that women experience more fear around public speaking than men. This fear means that women often pass up opportunities to speak up or speak out in organisations. As a result, women coming up the corporate ladder are less likely to hear from – and be inspired by – female role models.

In this action-packed and interactive session, Dr Gemma Munro, Managing Director of Inkling Women, outlines how women can turn fears of speaking into anticipation and the skills required to nail every opportunity to present. You will be given the opportunity to build your skills in a practical and meaningful way, and to leave the Masterclass with increased confidence in your speaking ability.

The Inspire program engages women in our profession to nurture a community that encourages networking, coaching, mentoring, leadership and personal growth.

Join us for this Masterclass session whilst at the AFA Conference and let us Inspire you.

All INSPIRE delegates are then invited back to the Pullman Hotel following this session for a Cosmopolitan Reception.

This cost is included in your Masterclass fee.

All Masterclass sessions are in addition to your registration ($130).

Please nominate your preferred Masterclass session on your registration profile.