July/Aug 2019
EDITION

VIEW ONLINE
SUBSCRIBE

Register with PP

Newsletter, Jobs & Event Alerts

Latest

The Brooks Macdonald National Academy is back for 2019

11 April 2019

The Brooks Macdonald National Academy is back for 2019. Their influential panel of speakers will be focusing on one of the biggest challenges facing the wealth management industry right now: wealth transfer and acquiring millennial clients.

Hosted at the historic Merchant Taylor’s Hall in London, the session will provide insights for advisers and paraplanners into intergenerational opportunities and how to align your firm’s future with client’s evolving requirements.

Agenda highlights:

• Serving millennial clients: intergenerational wealth with Christopher P. Braun, Investment Specialist, Capital Group

• Capital tax planning in a changing world with John Bunker, Head of Knowledge Development, Irwin Mitchell

• Why is non-regulated care advice a minefield? with Jacqueline Berry, Founding Director, My Care Consultant

This event qualifies for 3.5 hours of structured CPD and certificates will be available the following day.

Find out more and book your place here.

Comments are closed.