PFS: Legal Matters and Trust Registration for Financial Planners
This in-person workshop focuses on three key topics: lasting powers of attorneys, trust registration matters and pension death benefits for minors. Come and support your local PFS committee and Chelmsford insurance institute, as they offer a return to face to face events.
Wed 08 Jun 9:00 am – 1:00 pm
Ellen Eley, Greenwoods GRM
Volunteers who help develop careers applauded
On the 17th May at the Ambassadors in Action conference, Jonathan Clark, CII interim CEO, and David Ross, Vice President of Local Institutes, handed out trophies and certificates to CII Local Institutes (LI) and PFS Regional Committee volunteers who have gone above and beyond in continuing to offer members professional development and networking opportunities.
Thu 19 May 2022
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