These in-person Masterclasses are a great opportunity to network with your peers and new members of the wider Centrepoint Alliance community.
Agenda
Our agenda will commence with a Group Executive Centrepoint Alliance update followed by:
E for efficiency and engagement - The top thing we are asked about is how to create efficiency and better client engagement. This session will take a closer look into some technology tools you can use to help with efficiency like file notes and client engagement in the advice process.
Advising vulnerable clients - Advising vulnerable clients comes with many unique challenges, responsibilities and risks. This session explores common scenarios and case studies to answer tricky questions and ethical challenges.
Capital gains tax main residence exemption - The availability of the main residence exemption means that most homeowners pay no capital gains tax upon selling their home. In this session, we will examine the main residence exemption, including partial exemptions, and the concessions available to the estate or beneficiaries of a former home.
Keep calm and carry on: everything is fine, really - Inflation is falling, interest rates have stopped rising, the economy is still growing, and investment returns have been amazing. The world really is a wonderful place after all. But how long can this last?
Seven habits of highly effective people - This interactive workshop provides an opportunity to complete a self-diagnostic tool to understand your current effectiveness and what you can do to be more effective.
You can access the full slide deck here and the following recordings: