Financial Planning for Lawyers - Live and Recorded Webinar (CPD 1.5 Hrs)
Presented by Laetitia Peterson and Nick Crawford from the Private Office, this webinar will look at financial strategies and asset management for lawyers. The webinar will consider where you are today and where you want to go. It will look at financial goal setting, developing a plan to reach those goals and identifying investments that fit your plan.
Laetitia Peterson is an Authorised Financial Adviser (AFA). Originally from Belgium, Laetitia was previously the Honorary Consul of Belgium in Auckland and founder of the successful funds management firm Liontamer. Laetitia is a personal wealth adviser and the founder and CEO of The Private Office. She is married to a New Zealand lawyer and they have two children. She is passionate about helping successful lawyers make smart decisions about their money, creating a secure financial future for themselves and the people they love.
Laetitia's FSP registration number is FSP356146. Copies of her disclosure statements are available on request and free of charge. For more information refer to the Private Office website.
Nick Crawford is an Authorised Financial Adviser (AFA). He is a successful, experienced and highly motivated personal wealth adviser who moved to New Zealand from the UK in 2013. Nick’s wife is a New Zealander. They live on Waiheke and they have two young children who are fifth generation residents on the island. He started his career with leading advice firm Chase de Vere in Bath in 2000. Whilst in the UK, Nick was an independent wealth adviser with a particular focus on wealth management for lottery winners and recipients of large personal injury compensation awards. Before joining The Private Office, he was one of the top private wealth advisers at ASB, advising their high net worth individuals.
Nick's FSP registration number is FSP306686. Copies of Nick’s disclosure statements are available on request and free of charge. For more information refer to the Private Office website.
To register choose Register Attendees below and after completing the email and name fields and adding to your cart, remember to visit your cart (top of the page) and check out to complete your purchase.
Members $28.75 (inclusive GST)
Non Members $33.07 (inclusive GST)
Members - enter email address into Lookup field and press Lookup to access these discounts.
8-12 people $250.00 (inclusive GST)
12 + people (negotiated price, click here to inquire)
To arrange a group booking please click here to send a list of the names and email addresses of attendees to Lisa Mills.
A CPD compliant recording will be available for registrants who cannot attend the live broadcast.
If a participant is unable to attend the seminar, a substitute participant is welcome to attend at no additional cost. If you cannot find a substitute or attend the live webinar yourself, a recording together with CPD material can be made available to you shortly afterwards. A refund less a service fee of $10.00 will apply to all cancellations (received in writing) before midday Monday 3 September 2018. There will be no refunds for cancellations received after that time. The NZBA reserves the right to cancel or reschedule seminars if necessary.