All previous events
Seminar with Mike Morrison who returns for a third year running to present to our PFS members. Save the date -further details to followView event details
THE SEMINAR CONTENT What clients value is: • Talking about what matters most to them • Feeling comfortable enough to be open with you • Feeling safe, secure and confident about the future • Having a meaningful financial strategy that aligns with their most important goals in life • Working with a trusted adviser This enjoyable and enlightening presentation shares the core elements of how to create a highly engaging client experience.View event details
Lunchtime lecture preceded by buffet lunch.View event details
Your council invites you to attend the 96th Annual General Meeting of The Insurance Institute of Reading. Hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members. All members welcome.View event details
Joint Institute /Thames Valley Personal Finance Society Group Seminar- 'The Bionic Adviser-are you ready?'
A HALF DAY SEMINAR with NETWORKING LUNCH AND AFTERNOON REFRESHMENTS Speaker: Andrew Hart, Financial Planner Serenity Financial Planning/the VoyantistView event details