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.
• 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.
What are the top skills employers typically want to see from a paraplanner? Lewis Byford, co-founder of financial services...
With £355 billion of debt having been accumulated in the past year and a potential £204 billion or more to be...
Are you signed up to the Professional Paraplanner daily website alert? For more technical, tax, pensions, investment, retirement, protection...