PFS - Bristol and Cheltenham Purely Paraplanning Conference Q2 2017 - Monmouthshire

Time and date: 25 April 2017 9.30 AM to 25 April 2017 2.50 PM
Location: St Pierre Marriott St Pierre Park Monmouthshire Chepstow NP16 6YA
Organiser: Personal Finance Society
Website: Click here

What is the event about?Programme content is developed by paraplanners for paraplanners and offers a balance of CPD, soft skills development, peer networking and good practice sharing.

Who is this event aimed at?Paraplanners

Since we introduce our exclusive events for paraplanners we have received excellent feedback from delegates. Programme content is developed by paraplanners for paraplanners and offers a balance of CPD, soft skills development, peer networking and good practice sharing.

Delegate feedback from previous Purely Paraplanning events included:

"Excellent event, speakers were very well chosen and the topics covered were both relevant and thought provoking."

"Absolutely perfect, very current issues. Picked up some real gems!"

The programme for these 2017 events will include the following highlights:

The evolution of the Paraplanning role
Choosing the most appropriate tax wrappers
Defined benefit pension transfers
Technical protection underwriting for Paraplanners
Case study - Understanding risk in drawdown books
Strategies to handle challenging & stressful work situations

Follow the link to register now and secure your free place.

You are welcome to invite a non-PFS member to register for this event (as long as they are a professional Paraplanner) to help them experience this aspect of membership for themselves.