Professional Paraplanner is delighted to announce that Hannah Wynick, MD of Core Financial Paraplanning, will be speaking at our Leeds Technical Insight Seminar on 4 October 2023.
Her session, ‘The Empowerment of Paraplanners today’ goes to the heart of some key issues paraplanners are having within their role. The learning outcomes are as follows:
• To understand the positive impact that Paraplanners are having on the Financial Services Industry.
•To improve the confidence of Paraplanners when tackling challenging situations with their Advisers
•To empower Paraplanners to feel comfortable having a voice in their job.
Our Seminars are a mixture of plenary and workshop/boardroom sessions, so paraplanners can get the most out of the day. Also speaking in Leeds are:
• Paul Squirrell, Fidelity International – Retirement Savings Hierarchy
• Les Cameron, M&G Wealth – The Tax Landscape and ‘Ask Les’ Q&A Session
• Stephen McPhillips, Dentons – Pension scheme death benefits – a look at some of the detail
• Anne Slater-Brooks, Triple Point – Venture Capital Trusts: Nothing Ventured, Nothing Gained
• Francesca Gandolfi, HSBC Life – Tax and Estate Planning and the role of the Onshore Bond in a client’s investment journey
