ONLINE EVENT | Date: 8th December 2020, 10:00 – 11:30am AEST
WEBINAR
FINANCIAL PLANNING WEBINAR 2020FUTURE OF FINANCIAL PLANNING POST COVID-19
This webinar explores the day to day impact on running a financial planning business during COVID-19
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About The Webinar
This webinar explores the day to day impact on running a financial planning business during COVID-19, how the expectations of clients have changed and have been managed, the lessons learned and how to prepare for the expected future changes to the financial planning industry post COVID-19
Discussion Topics Includes:
  1. THE IMPACT OF COVID LOCKDOWN AND WORKING FROM HOME
    • How well has the industry adapted to the use of the technology required?
    • To what extent has this proved to be a help or a hindrance to financial planners?
    • Has it been easier or more difficult for clients to find time to meet?
    • The key differences between online and in person meetings
    • The impact on communication with paraplanners and other service providers
    • The extent to which business volumes may have increased or decreased and the key reasons why
  2. INVESTMENT RISK DURING VOLATILE MARKETS
    • How relevant have traditional investment plans been over recent months?
    • Has this been the time to be more agile or conversely, to “stay the course”?
    • How have clients reacted?
    • The message that needed to be conveyed to clients
    • How the message has been received
    • Communicating the message,the pros and cons and relative success of one on one or generic
      communications
  3. KEEPING CLIENTS FOCUSSED ON LONG TERM OBJECTIVES
    • How the short-term investment returns can be put into perspective for the clients
    • How to explain the paradox of rising markets and falling GDP
    • How to help clients avoid hitting the panic button
  4. HOW TO PROTECT CLIENTS’ INVESTMENT RETURNS IN VOLATILE MARKETS
    • How much to keep in cash (if any)
    • Is now the time to invest more rather than less in equity markets?
    • The future of real estate returns if working from home becomes the new norm
    • Is there a case for investing in bonds if interest rates rise in the long term?
    • The impact of reduced dividends. Is this in the best long-term interests of shareholders?
    • Have clients taken the opportunity to refinance mortgages?
  5. THE FOCUS ON THE NON-INVESTMENT ASPECTS OF FINANCIAL PLANNING
    • Have clients been showing an increasing focus on estate management
    • Is life and health insurance becoming a bigger issue?
    • Is deferring mortgage payments a good short-term solution for everybody?
    • Is early access to super in the long-term best interests of clients?
  1. ACTIONS TAKEN BY THE GOVERNMENT
    • Has the amount of stimulus been enough or more than enough?
    • Has the nature of the stimulus been appropriate, or could the money have been better spent
      elsewhere?
    • How long will it be needed?
    • Are lockdowns really in the best long-term financial interests of clients?
    • Comparison with actions taken by overseas governments
  2. REGULATORY COMPLIANCE REQUIREMENTS DURING TURBULENT TIMES
    • Has there been an increased need for more timely responses to client concerns?
    • The contribution of regulators to the industry towards easing the compliance burden
    • How beneficial was ASIC’s decision toallowadvisers to provide limited advice on early access to
      superannuation without statements of advice? Was this beneficial to both clients and advisers
    • Will recent events prompt more rigid or more flexible future compliance requirements?
    • Have there been more opportunities for “rogue” players in the market
  3. HOW TO PREPARE FOR THE NEXT BLACK SWAN EVENT
    • Examples where financial plannerscould have been better prepared
    • Lessons learned, what financial planners did well or perhaps not so well
    • How to assess whether the financial planning industry has added value over the COVID-19 era.
      What are the key quantifiable criteria?
    • Some real-life case studies
  4. THE FUTURE OF FINANCIAL PLANNING POST COVID-19
    • How to better prepare for the next black swan
    • The impact that the events of COVID-19 had on the industry and how it may shape the future of
      financial planning
    • Will COVID-19 change client behaviour and expectations of the financial planning industry?
    • What are the key changes (if any) that we should expect to see?
    • To what extent will the experience of financial planners be viewed differentlyif they can demonstrate
      they have carried clients through a financial crisis?

THIS IS AN ONLINE EVENT
If you cannot make it to the live Webinar, we can send you the recorded session after the event.

Financial Planning Speakers
Learn speakers of the Financial Planning Webinar 2020- Future of Financial Planning and Covid-19 Impact
Principal
Principal at Moran Partners Financial Planning
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$65 + GST
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$95 + GST
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