We are delighted to announce an additional session to our Oxford Technical Insight Seminar, covering AI and paraplanning.
The session Is AI Reshaping the Paraplanner’s Role in Financial Advice? ex-paraplanner Rob Tedder of Plannerpal will explore how AI is transforming the paraplanning function – reducing manual tasks, enhancing accuracy, and unlocking new capacity to deliver higher-value work.
The session will delve into the specific challenges paraplanners face and how AI tools are reshaping how advice firms operate behind the scenes.
The Oxford Technical Insight Seminar, will take place at the Leonardo Royal Hotel on 18 June.
Other topics our expert speakers will be delving into include: IHT and estate planning in the new landscape, retirement planning and helping your clients retire with confidence, and investment blending for better performance.
Our Seminars are CPD-accredited paraplanner-only events and great opportunities to hear from some of the experts in the industry on topics designed to give paraplanners the information and insights you need on a day-to-day basis.
The Seminars also present you with a great opportunity to talk to our expert speakers over coffee break and lunch, as well as to network and catch up with other paraplanners in your area.
Here is the full list of our Technical Insight Seminars this year:
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