Tue 18 Aug. 2015
defaqto Retirement Conference
defaqto are excited to announce that Jane Vass (Age UK) and Michelle Hoskin (Standards International) will be speaking at the Defaqto Retirement Conference in London on 3 November 2015.
They’ll be giving their insights into effective fact-finding and goal-setting as well as how to analyse a client’s financial status.
Jane Vass, who received an OBE for her services to financial services in the Queen’s June 2015 Birthday Honours, has been Head of Public Policy at Age UK since 2012.
Michelle Hoskin, who was recently selected as a top 30 coach in financial services by The Elite Advisor™, takes a refreshing and innovative approach to adviser training.
Exclusively for advisers, financial planners and paraplanners, this full-day conference is accredited by the Chartered Insurance Institute/Personal Finance Society for four hours of structured continuing professional development.