Professional Paraplanners’ Technical Insight Seminars return to Nottingham this autumn, with 5 hours of CPD accredited sessions.
The seminar takes place at The Belfry, Nottingham, on 25 September, with six CPD accredited sessions, ending at 3.10pm.
Each of the sessions provides expert insight into topics that paraplanners can take away and use in their research and recommendations for clients’ financial plans.
We have three plenary sessions, starting with Les Cameron covering the all important order of tax planning and three smaller boardroom sessions tackling the nitty gritty of tax planning, estate planning and trusts and alternative tax strategies..
We are delighted to have added LV to the Technical Insight seminars line up for Nottingham, asking ‘Have You Introduced A Centralised De-Risking Proposition In 2024?’ and Blackfinch talking on ‘Supporting the UK’s vision for growth through tax efficient investments’.
You will come away from the day brimming with insights you can use in your day-to-day paraplanning.
