Profession al Paraplanner is looking forward to bringing the Technical Insight Seminars to Aberdeen, Edinburgh and Glasgow in tow weeks time, 10,11, 12 September respective;ey.
Wee are also pleased to announce that Scottish Widows will be joining our range of expert speakers at the Aberdeen and Glasgow Seminars.
The events are CPD accredited and designed for paraplanners. Delegates will hear from some of the best technical minds in the market, talking on need-to-know subjects for paraplanners looking to do their best for their clients.
Scottish Widows will be looking at a long undervalued product set – protection – analysing why financial planning firms should all have these products within their holistic financial planning armoury and in particular demystifying the underwriting process which can baffle advisers and clients like.
YOU CAN REGISTER FOR 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, IHT planning, discretionary trusts, soft skills for paraplanners and future-proofing investment portfolios, 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.
We are close to capacity in Glasgow, so if you’d like to join us, please do register now.
