Purely Paraplanning - Bristol
Time and date:
01 September 2015
8.45 AM to 01 September 2015
5.00 PM
Location: DoubleTree by Hilton Bristol City Centre
Organiser: Personal finance Society
Website: Click here
In association with our Paraplanner Practitioner Panel, we have put together a series of new-style events, exclusively for the paraplanning community.
With a pure focus on paraplanner business and best practice, delegates can expect guidance, stimulation and inspiration. Sessions will be interactive to enable the exchange of practical ideas and tips. Agenda highlights include:
- Regulatory myth-busting - guidance from the Lead Ombudsman and FCA
- The 2015 Budgets: analysis & opportunities - Technical Connection
- Practitioner 'better paraplanning' panel discussion and Q&A
- Behavioural finance - understanding behaviours to drive better consumer outcomes
- Longevity, security and flexibility - key client considerations in retirement
- Taking no hostages - a real-life hostage negotiator will give you tips on getting people to do what you want
- NEW Technology Room - preview some of the technologies that could help improve the way you work
All venues have strict capacities so registrations will be offered on a strictly first-come first served basis.
NB. Please note that only practicing paraplanners are eligible to register and attend these exclusive events.
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