Our London Technical Insight Seminar this Wednesday is currently full and running a waiting list but we have spaces in Chester and Southampton.
You can join us in Chester on 28 June and Southampton on 12 July: REGISTER HERE
Our events are paraplanner only, tailored to your work as a paraplanner. Programmes will be similar for the events later in 2023 in Edinburgh, Glasgow, Bristol, Manchester, Leeds, Newcastle and Colchester – you way secure a place at these events using the same registration link above.
In Chester our expert speakers will be covering:
Tax Q&A with the M&G Wealth technical team
Suitability report writing and difficult dialogues
Tax and estate planning
Pension scheme death benefits
Improving tax efficiency
The role of the onshore bond in a client’s investment journe
In Southampton we will be covering:
Tax Q&A with the M&G Wealth technical team
Respecting market history but always thinking ahead
A closer look at pension planning
RO qualifications – practical tips for study and passing your exams
Time to reconsider investing in AIM?
Pension scheme death benefits
Tax and estate planning
The role of the onshore bond in a client’s investment journey
Our seminars contain a mix of plenary sessions and boardroom workshops of 6-12 paraplanners, where you are able to listen and learn or delve into more detail, as suits the session.
We look forward to seeing you there.
