Events
Forthcoming events
Working with professional connections and business owners for tax efficient investing
Our next seminar, held in conjunction with the CISI, will be held on Wednesday 3rd November 2021 @ 3pm.
Due to the ongoing COVID-19 restrictions, this will again be an online webinar, hosted via Zoom by the CISI.
Further presentation details will be updated as they are confirmed.
Wed 03 Nov 3:00 pm – 4:00 pm
Online Seminar
RO2 Virtual Revision Day
The training day will include active revision of the R02 syllabus with multiple choice exam practise and key tips on dealing with the different questions that may be presented. It is intended that as many of the R02 learning outcomes are covered as possible.
Tue 26 Oct 9:00 am – 4:30 pm
Cris Glascow,
Previous events
R01 Virtual Revision Day
The training day will include active revision of the R01 syllabus with multiple choice exam practise and key tips on dealing with the different questions that may be presented. It is intended that as many of the R01 learning outcomes are covered as possible.
Tue 12 Oct 9:00 am – 4:30 pm
Cris Glascow,
How retirement can be enjoyed, not endured
Our next seminar, held in conjunction with the CISI, will be held on Thursday 23rd September 2021 @ 2pm.
Due to the ongoing COVID-19 restrictions, this will again be an online webinar, hosted via Zoom by the CISI.
Further presentation details will be updated as they are confirmed.
Thu 23 Sep 2:00 pm – 3:00 pm
Online Seminar
Summer Social BBQ & Drinks
In view of the cancellation of both the 2020 and 2021 dinners, we are inviting members to join us for a summer BBQ at Oddfellows in Chester for food and drink.
This is an opportunity to catch up and network with fellow members on a social basis as well as raise some additional funds for the Insurance Charities.
Subsidised places are limited to the first 50 individuals to confirm their place!
Thu 02 Sep. 6:00 pm
Oddfellows - Chester
"Intergenerational Planning & the Trust Registration Service" Regional Chartered Body Alliance Webinar
Our next seminar, held in conjunction with the CISI, will be held on Thursday 17th June 2021 @ 2pm.
Due to the ongoing COVID-19 restrictions, this will again be an online webinar, hosted via Zoom by the CISI.
Further presentation details will be updated as they are confirmed.
Thu 17 Jun 2:00 pm – 3:00 pm
Online Seminar
"Capturing the Decarbonisation Growth Opportunity" Regional Chartered Body Alliance Webinar
Our next seminar, held in conjunction with the CISI, will be held on Wednesday 21st April 2021 @ 11am.
Due to the ongoing COVID-19 restrictions, this will again be an online webinar, hosted via Zoom by the CISI.
Further presentation details will be updated as they are confirmed.
Wed 21 Apr 11:00 am – 12:00 pm
Online Seminar
The 74th Annual General Meeting
The 74th Annual General Meeting.
To be held via video conferencing.
Thu 15 Apr. 5:00 pm