2025 PFS Tyne Tees conference – Thursday 10th July
Join us for an exclusive professional development event designed specifically for members of the Personal Finance Society (PFS) and financial planning professionals. This comprehensive event will provide in-depth insights into several key areas crucial for enhancing your practice and staying current in the ever-evolving financial landscape.
Don’t miss this opportunity to expand your knowledge, refine your skills, and network with peers. Join us to stay ahead in the financial planning profession!
Agenda -
|
08:30 |
Registration & Networking |
|
09:30 |
Chair’s Welcome, Introduction & Housekeeping |
|
09:40 |
Tax Efficient Investments in a Post-Budget World Anna Brooksbank – Blackfinch |
|
10:20 |
Cyber Security Stephen Echo – Brooks MacDonald |
|
11:00 |
Conversations Over Coffee |
|
11:20
|
Soft Skills / Communications Julie Wilson – Newcastle University |
|
12:00 |
Pensions Brian Radbone - Transact |
|
12:40 |
PFS/CII Update – Charity Presentation Omar Din – Chair |
|
13:00 |
Networking lunch and refreshments |
|
13:40 |
Case Study – Long Term Care Karen Barwick - SOLLA |
|
14:20 |
Budget Impact on Client Estate Planning David Magee - Solidus |
|
15:00 |
Closing Remarks / Thank You |
Spaces are limited for this event, so early booking is recommended