Professional Paraplanner is looking forward to meeting new and returning paraplanners to our Technical Insight Seminars in Aberdeen, Edinburgh and Glasgow this week – 10,11, 12 September respectively.
The paraplanner-only events are each accredited for 5 hours of structured CPD.
They are a great opportunity to hear from a range of experts on the technical issues you are dealing with on behalf of clients, as well as the chance to network with fellow paraplanners.
YOU CAN REGISTER FOR ANY OF THESE EVENTS HERE.
Over the three days, delegates will hear from the likes of Fidelity’s Paul Squirrell on pensions and an update on the LTA, the M&G Wealth team’s Les Cameron and Neil Macleod on trusts and getting your tax planning in order, Brian Radbone of Transact on IHT opportunities, and other speakers tackling ESG research, discretionary trusts, soft skills for paraplanners and future-proofing investment portfolios, and protection relevant to advised clients, among others (agendas vary across the three events – please register to obtain a detailed agenda for your location).
The events consists of a mix of plenary sessions and boardroom workshop sessions, a format which is highly rated by our delegate attendees.
With something for everyone, these are once a year, not-to-be-missed events.
