|
WELCOME - TUESDAY 16th
AUGUST
(3.30 pm - 5.30 pm) |
Topic Name
|
Speaker |
Session Overview |
Timing
|
Partner & Exhibitor Expo Marina Opens
|
12:00 |
Official Opening - Your MC is Donald Mackee
(see speaker page for profile)
|
3:30
|
Navigating the Murray...after Tossing Terry Overboard - A Case Study
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Chris Boyd
|
As a young adult,
Chris was devastated to learn he had cancer. After winning a huge battle
with Terry, his tumour, he determined in 2010 to create a better
support network for young adult cancer patients.
|
3:45 - 4:30 |
A Bonus from two of our expert technicians
|
Stephen Smith & Peter Jones
|
Stephen
and Peter are presenting two of our breakout workshops. As an opening
bonus they have each offered to add some extra value for your practices:
Stephen will advise us how to manage everyday business pressures; Peter
will provide some financial practice management tips.
|
4:30 - 5:30
|
NAUTICAL NETWORKING NIGHT
included in registration fee
Welcome
Drinks
and
Canapes |
5:30
|
LIFE RISK CHAMPION OF THE YEAR AWARD 2011
Presented by Sue Laing
(with last year's winner, Fiona Navarro)
|
6:00 |
DAY 1 CONCLUDES - Remainder of evening at leisure
|
7:30 |
|
DAY 2 -
WEDNESDAY
17th AUGUST (7:30 am - 5:00 pm)
|
Topic Name
|
Speaker |
Session Overview |
Timing
|
"Take-away" Breakfast - Light Food Provided
|
7:30 |
The Most Important Person on Board
|
Claire Wivell Plater
|
Claire will, in this
quick kickstart session, clarify the 'client best interest' principal of
FoFA and the reasonable basis for advice principles
in the context of life risk advising.
|
8:00 - 8:20
|
No Plain Sailing - A Case Study
|
Kay Ledson
|
Kay is the 'hidden' youth trauma casualty -
her
life and her financial situation were turned upside down by her son
Josh's snowboarding accident. Here's a case study for you to take to
parents, not to the kids who all think they are invulnerable!
|
8:20 - 9:00
|
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Open Forum With Chris, Claire & Kay - Questions From The Floor |
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Breakout Workshops Turnover - 3 to choose from
|
9:10 - 9:15
|
3 x 1hr Breakout
Workshops
|
Peter Jones
Stephen Smith
Nettie Handley
|
Peter Jones
Good Financial Evidence - the secret chart to a smooth claim journey
- details in Speakers Page
Stephen Smith
Avoiding the Whirlpool of Grief - being there for your clients without joining them in the drink
- details in Speakers Page
Nettie Handley
Be the Skipper in your referral relationships, not the Crew - details in Speakers Page
|
9:15 - 10:15
|
Morning Tea in the Expo Marina
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10:15 - 10:45
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