Upcoming Webinars
CLICK HERE to download the monthly webinar schedule for July/August.
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 27th July 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.
Madison Investment Update webinar
Our monthly investment update webinars for 2021 will be held at 2pm on the third Wednesday of every month (next webinar 21 July). CLICK HERE to register.
Meet with Megan Webinars
Join Megan Thomson on Thursdays at 12pm (AEST) in her ‘Meet with Megan’ webinar series. Each week 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 29th July – 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 5th August – 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 12th August – Advice SoA generation – Investment and Pension strategy
This session will take you through producing an SoA including an investment strategy recommendation with using WealthSolver, CALM and Advice Constructor Wizard.
Please note recordings of the above webinars are available in facebook workplace.
In this Edition
| · A message from Jaime
· The View |
· New Financial Services Reform Bill | · Australian Super – Annual Fee Consent |
Upcoming Webinars
CLICK HERE to download the monthly webinar schedule for July/August.
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 27th July 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.
Madison Investment Update webinar
Our monthly investment update webinars for 2021 will be held at 2pm on the third Wednesday of every month (next webinar 21 July). CLICK HERE to register.
Meet with Megan Webinars
Join Megan Thomson on Thursdays at 12pm (AEST) in her ‘Meet with Megan’ webinar series. Each week 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 29th July – 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 5th August – 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 12th August – Advice SoA generation – Investment and Pension strategy
This session will take you through producing an SoA including an investment strategy recommendation with using WealthSolver, CALM and Advice Constructor Wizard.
Please note recordings of the above webinars are available in facebook workplace.
In this Edition
| · A message from Jaime
· The View |
· New Financial Services Reform Bill | · Australian Super – Annual Fee Consent |