Our Oxford Technical Insight Seminar takes place on Wednesday 18 June. There is still time to register and benefit from a full day of paraplanner-focussed technical content.
The event takes place at the Leonardo Royal Hotel. You can Register HERE.
Hear from expert technical speakers such as Les Cameron from M&G and George Pullar of LV= on the areas of IHT and estate planning in the new tax landscape and helping clients retire with confidence through an effective CRP strategy.
Also on the agenda is a session looking at AI and its effect on the paraplanning role.
Titled, 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.
We’re also delighted to have Caroline Stuart of Sparrow Paraplanning and Sparrow Solutions, who will be running one of her popular sessions on creating great client reports: Super SMART Goals for Fantastic Financial Plans.
