Rory Percival will be addressing what he terms “quite a lot of nonsense talked about Capacity for Loss” at the Nottingham Technical Insight Seminar next week on Wednesday 11 September. This is a session not to be missed for any paraplanner.
The popular format of small group workshops allows paraplanners to come away from the Seminar having received answers to key questions that affect their day-to-day work.
Attendees at the Nottingham seminar, which runs from 8.30am – 3.00pm, with lunch included, will also hear from CashCalc’s Ray Adams, who will be using case studies to show how cashflow modelling can be used effectively in suitability report writing, as well as Paul Squirrell, from the pensions side of FundsNetwork, who will be tackling the increased complexity of the State Pension and the consequences for financial planning.
Anyone who uses or conducts due diligence on SIPPs will learn from Stephen McPhillips of Dentons Pensions, who looks at planning opportunities and the importance of continued due diligence.
Next Wednesday’s Seminar takes place at the 4-Star Nottingham Belfry hotel.
To secure your place, email [email protected] or click here.
What other paraplanners thought of the events:
“The whole structure of the day is well thought out and I think of particular benefit is the break out into smaller groups to encourage greater interaction.”
“The content was superb and I learned a lot from it that I’ll be able to apply day to day.”
THIS AUTUMN’S SEMINARS
• Nottingham The Nottingham Belfry 11 September
• Glasgow Hilton 18 September
• Edinburgh The Waldorf Astoria 19 September
• Leeds Oulton Hall 2 October
• Manchester The Midland Hotel 16 October [WAITING LIST]
• Reading Crowne Plaza 23 October
• Bristol The Aztec 13 November
• Newcastle Crowne Plaza 26 November
* (Please note: speakers and agendas differ between venues – details are confirmed closer to the individual event)
