This FREE FASEA CPD webinar is brought to you by WealthO2 and Morningstar
When: Wednesday 18 November @ 12noon (goes until 12:30pm)
How to build and implement goals based financial strategies to last a lifetime
Australian Financial Advisers, more than ever, play an increasingly important role to their client’s in these unprecedented times.
For this reason WealthO2 and Morningstar ran this short sharp and engaging webinar on how a goals based investment approach, that is centred on behavioural science, can really help your clients - real people – persevere in the face of market uncertainty.
Learn how a goals based investment approach is determined by your clients' goals and cash flow needs across all life stages. You’ll walk away from this session confident that despite your clients requiring different financial strategies in pre and post retirement, aligning a goals based advice and investment framework maximises the probability of your clients achieving their goals, needs and aspirations.
Watch it here