President's Message
Forthcoming event
In Person CPD Event: Networking - A Professional Approach
Networking has massive benefits to individuals and organisations on multiple levels, and yet many neglect it completely, go through the motions or treat it solely as an opportunity to get out of the office and blow off some steam.
This session, presented by Nick Thomas, emphasises a professional and structured approach to networking; exploring overall networking strategy, how to optimise results from specific events, and pays particular attention to networking for sales. It gives delegates the tools and insight to raise their networking game and reap the rewards for themselves and their employers.
Tue 23 Apr 12:30 pm – 1:30 pm
Nick Thomas, Nick Thomas & Associates
Legal issues surrounding the use of AI in the Financial Services Sector
We work in a world of blended and changed family structures, we need to understand the legal constraints and opportunities when creating plans with our clients. Effective financial planning brings together emotional, financial and legal issues to help clients create, preserve and protect their wealth and income. Financial advisors and planners work with other professionals to create plans. Very often planning involves legal matters, being familiar with the legalities and knowing when to signpost to other professionals is a skill worth developing and we are delighted to invite you to book the final session of a trilogy of legal webinars provided by Blacks Solicitors.
Tue 23 Apr 12:30 pm – 1:30 pm
Christopher Connell, Blacks Solicitors LLP
Women in Finance Event - Pension Planning for Women
This Women in Finance Group event will cover key issues relevant to pension planning specifically for women. Presentations will cover the 'pensions gap', pensions as part of divorce settlements and pensions sharing. The event is free to attend.
Tue 30 Apr 9:30 am – 11:30 am
Royal Victoria, Crowne Plaza, Sheffield
CPD Webinar: Creating Constructive Conversation
Research shows that diverse groups perform better than homogenous ones.
Yet by its very nature diversity is often a trigger for conflict and stress. So how
do you create an environment where it is “safe” for everyone to speak up?
In this webinar, we explore the mindsets, habits and behaviours of constructive conversations.
Wed 22 May 12:30 pm – 1:30 pm
Tom Flatau, TWI
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