Wednesday 24 November

Registration fees

Pre-conference CPD Pro Series workshops are being run separately to the National Conference and are not included in any conference packages. Pre-conference workshops are an additional cost and must be purchased in addition to your conference registration. Morning tea is included in all morning workshops and afternoon tea is included in all afternoon workshops. Lunch catering is included in all workshop registrations.

A discounted rate applies to those attending a full day of workshops. You can attend one morning and one afternoon workshop. Please ensure you note on your registration which workshops you would like to attend.

Registration Type	Cost
FPA Member	$350
Non Member	$420
Daily Workshop Rate Member	$595
Daily Workshop Rate Non Member	$750

Program

8.15 - 8.45	Registration for morning pre-conference Pro Series CPD Workshops
8.45 - 12.20	Concurrent workshops
	Aged Care Intensive (Part 1) Aged Care Essentials With the aged population set to double over the next 20 years, a planner’s expertise and advice is needed more than ever. This first session of the full day program on Aged Care covers the essential rules that you need to know to provide advice in Aged Care, by looking at: • Current Aged Care trends and changes • The fees and how to calculate • How to build aged care advice into your value proposition • How the aged care system works Your facilitator: Louise Biti of Strategy Steps
	Cracking the Da Vinci Code of Professional Sales Excellence It’s a brave new world in financial advising, from the transition to fee for service, to coping with the backlash of the GFC and residual client fears. Are you similar to a large number in the industry that are asking themselves, “Can I continue to identify with the same “old adviser paradigm” or are the changes in the industry really saying that I also need to change?” Challenging times create the need for innovation. Maybe you’re thinking, “What is it that I can do to crack the secret of a successful “New Client Value Proposition” and how can I get my message across in a way that my clients will respond in a positive and pro-active way?” Are you unknowingly stuck in old habits that are self sabotaging your relationships and affecting client retention and business growth? In this half day workshop we will examine these questions and others by taking you deep into the Why, What and How of a successful professional adviser/client relationship builder. It’s time to learn what’s working for you and what isn’t. When you leave this session you will be inspired and empowered with real skills you can immediately take back to your office and apply. For more information including facilitators click here.
	2010 Paraplanner Masterclass This well regarded annual event provides paraplanning professionals the opportunity to connect and learn from their fellow peers under the guidance of the experts. This year’s program will concentrate, in a true class room environment, on contemporary strategic planning issues in the area of Retirement Planning. The two critical issues facing paraplanners in the construction of advice in this area include: how to build sufficient tax effective savings to fund a comfortable retirement with lower annual super limits; and how to ensure retirement savings are transferred tax effectively on death. Your facilitators and technical experts from Financial Review Professional Education - Tim Wedd and Sonia Currey - will explore these issues and coach you through practical case studies to get your advice right, by addressing: funding tips and traps in light of ongoing regulatory and interpretative changes; key pension establishment steps to deliver the desired client outcome; and super wealth transfer issues. We look forward to see you there and mixing with your fellow master peers! Your facilitators: Tim Wedd and Sonia Currey  of AFR Professional Education (formally Financial Essentials)
12.30 - 13.30	Lunch for morning and afternoon workshops
13.00 - 13.30	Registration for afternoon pre-conference Pro Series CPD Workshops
13.30 - 17.00	Concurrent workshops
	Aged Care Intensive (Part 2)* Making Sense of Retirement Homes Planners are often asked for assistance by more elderly clients and/or family members about suitability of certain aged care facilities. This second Aged Care Intensive session covers: • the impacts of an aging population on the retirement living sector; • the legal framework of retirement living accommodation in Australia; • retirement home purchase arrangements: • fees and charges;  and • how you can guide clients through the pitfalls of buying a retirement home Your facilitator: Richard Andrew of Find My Retirement Home Longevity Analysis and Management for Advisers The third workshop session is devoted to the analysis and relevance of contemporary longevity issues that planners should be aware of when constructing plans for clients.   It will enable participants to recognise and understand 5 important perspectives on longevity and why planners should be imbedding these perspectives when constructing financial plans for clients. Your facilitator: David Williams of My Longevity * to attend this workshop, you must attend Aged Care Intensive Part 1 in the morning.
	Estate Planning Masterclass For those planners who have integrated estate planning within their advice capabilities for clients, this workshop will address, through case studies and class participation the following topics: • Offshore clients • Superannuation and family trust discretions • Family business succession • Tips and traps Your facilitators: Michael Perkins of Diamond Conway Lawyers ; Clifford Hughes of Clifford Hughes & Associates
	Compliance Campus This half day workshop delivered by our compliance specialist Claire Wivell-Platter, is designed to refine your understanding of the more complex compliance issues you face on a daily basis and how you can manage them.  Claire in her natural lively and interactive manner, will draw on practical scenarios and recent case law to walk you through how you can avoid the common compliance traps and create more efficiencies in the key aspects of your planning process, including: Client Service Agreements – why they are needed and how you do them well Statements of Advice – debunking the SOA myths…what has to be there and what you can leave out! Remuneration Disclosure – what goes wrong and how to disclose your value to your clients Limited Advice – The dangers and how to protect yourself Gearing – What’s reasonable and what you can and can’t do in the debt advice space A feature of this workshop is the time dedicated to peer-to-peer discussions on the issues presented, in order to draw practical conclusions and real outcomes you can use under the guidance of the expert. We hope you can join us for this ‘live’ and interactive version of our popular Solid Gold Compliance on series.  A session not to be missed by compliance professionals too! Your facilitator: Claire Wivell Platter, Gold Seal Risk Management  Services