Upcoming Webinars
CLICK HERE for a calendar of the upcoming Madison webinars.
Madison Investment Update webinar
Following your feedback via the poll on our Facebook Workplace site we have added some additional webinars. If you have not previously registered for our regular monthly update please CLICK HERE. Please note that for additional sessions outside of our regular monthly webinars, you will need to register using the links provided below.
The schedule for the rest of the calendar year is as follows:
| Date | Topic |
| 3 November | International Equities (Magellan) CLICK HERE to register |
| 17 November | Macro Update |
| 1 December | Portfolio Construction CLICK HERE to register |
Advice & Governance Webinar Series
Join our fortnightly lunch and learn webinar series focused on all things advice and governance. This will be a 30 minute session designed around the latest legislation releases along with common themes that are being uncovered during our Active File Reviews.
The next webinar takes place on Tuesday 2nd November at 12.30pm (AESDT). We will be releasing the topic details on Workplace closer to the day.
Simply CLICK HERE to register once and you will be reminded each fortnight of the upcoming session.
Looking forward to seeing you there.
Meet with Megan Webinar series
Megan Thomson, our Advice Integration Manager, has released the next round of her ‘Meet with Megan’ webinar series. Kicking off on 14 October and continuing every Thursday at 12pm (AESTDT), Megan will present efficiencies available to you in XPlan to support your business.
CLICK HERE to register and select any of the below sessions.
Thursday 4 November – Enhanced FDS and Review process
The session focuses on setting up your XPlan produce your FDS and Opt in documents when needed. We will cover; setting up OSA, managing FDS & Opt in dates in client records, producing FDS & Opt in letter, tracking delivery, FDS & Opt in reporting and quick docs.
Thursday 11 November – Risk Researcher
This session will provide you with an understanding of how to use the risk comparison tool in XPlan. We will look at; existing insurance policies, needs analysis, risk comparisons and recommendations.
Thursday 18 November – WealthSolver
This session will provide you with an understanding of how to use the WealthSolver as a comparison tool in XPlan. We will look at existing accounts, comparisons and recommendations.
Thursday 25 November – XTools+ CALM
This session will provide you with an understanding of how XTools+ can be used for cashflow modelling and projections for your SOA. This session will provide an overview XTools+ and its functionality.
Thursday 2 December – Advice SoA generation – Investment and Pension strategy
This session will take you through producing an SoA including an investment strategy recommendation using WealthSolver, CALM and Advice Constructor Wizard.
In this Edition
Upcoming Webinars
CLICK HERE for a calendar of the upcoming Madison webinars.
Madison Investment Update webinar
Following your feedback via the poll on our Facebook Workplace site we have added some additional webinars. If you have not previously registered for our regular monthly update please CLICK HERE. Please note that for additional sessions outside of our regular monthly webinars, you will need to register using the links provided below.
The schedule for the rest of the calendar year is as follows:
| Date | Topic |
| 3 November | International Equities (Magellan) CLICK HERE to register |
| 17 November | Macro Update |
| 1 December | Portfolio Construction CLICK HERE to register |
Advice & Governance Webinar Series
Join our fortnightly lunch and learn webinar series focused on all things advice and governance. This will be a 30 minute session designed around the latest legislation releases along with common themes that are being uncovered during our Active File Reviews.
The next webinar takes place on Tuesday 2nd November at 12.30pm (AESDT). We will be releasing the topic details on Workplace closer to the day.
Simply CLICK HERE to register once and you will be reminded each fortnight of the upcoming session.
Looking forward to seeing you there.
Meet with Megan Webinar series
Megan Thomson, our Advice Integration Manager, has released the next round of her ‘Meet with Megan’ webinar series. Kicking off on 14 October and continuing every Thursday at 12pm (AESTDT), Megan will present efficiencies available to you in XPlan to support your business.
CLICK HERE to register and select any of the below sessions.
Thursday 4 November – Enhanced FDS and Review process
The session focuses on setting up your XPlan produce your FDS and Opt in documents when needed. We will cover; setting up OSA, managing FDS & Opt in dates in client records, producing FDS & Opt in letter, tracking delivery, FDS & Opt in reporting and quick docs.
Thursday 11 November – Risk Researcher
This session will provide you with an understanding of how to use the risk comparison tool in XPlan. We will look at; existing insurance policies, needs analysis, risk comparisons and recommendations.
Thursday 18 November – WealthSolver
This session will provide you with an understanding of how to use the WealthSolver as a comparison tool in XPlan. We will look at existing accounts, comparisons and recommendations.
Thursday 25 November – XTools+ CALM
This session will provide you with an understanding of how XTools+ can be used for cashflow modelling and projections for your SOA. This session will provide an overview XTools+ and its functionality.
Thursday 2 December – Advice SoA generation – Investment and Pension strategy
This session will take you through producing an SoA including an investment strategy recommendation using WealthSolver, CALM and Advice Constructor Wizard.
In this Edition