Final few places remain for Exeter Tech Insight Seminar – exciting agenda news
24 April 2018
We are looking forward to welcoming paraplanners to our Exeter Technical Insight event next Wednesday 2nd May, we have around 5 more places now available.
The event is free to attend for paraplanners (and those in a similar role) and attracts structured CPD. Pre-registration is essential.
The exciting news is that the suitability report sessions will be held in small groups with Rory Percival – this is a session not to be missed.
During the day delegates will hear from the following leading speakers and their topics;
Andrew Denham-Davis, Brooks Macdonald- DFM Due Diligence
Harry Andronicou, Columbia Threadneedle- Intergenerational Planning in the 21st Century
Paul Squirrell, FundsNetwork- Taking a closer look at the Pensions Lifetime Allowance
Rory Percival- Suitability Reports
Glen Sweet, Transact- Platform Due Diligence
Registration is from 08.30am-09.00am where there will be tea, coffee and Danish pastries served. The opening address from our Editor Rob Kingsbury will commence at 09.00am and the day will finish at approximately 2.15pm with an informal lunch where paraplanners will have the chance to network with their peers.
The event is being held at;
If would be driving there is a free car park onsite with plenty of spaces available.
To register for one of the remaining places please click here – there are 10 other events this year if Exeter is not within travelling distance.
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