LATER LIFE PLANNING CONUNDRUMS - SOUTHAMPTON
Programme Overview
The Personal Finance Society are excited to invite you to register for the first series of new-style PFS XCHANGE events taking place in 2024!
These events will be bigger with more topics relevant to a greater range of roles in our profession.
PFS XCHANGE: Later Life Planning Conundrums - Southampton (eventsair.com)
Registration will open at 08.45 on Thursday 29 February with a packed programme running across a series of breakouts until 16.00, offering more than 5 hours of CPD.
Speakers and subject matter specialists include:
Robert Kirk, Zoe Taylor, David Scarlett, Hazel Bowen, Ian Dibb, Roderic Rennison, Charlie Reading and John Whitehead.
Sessions
- Hot topic – Care funding & the planning conundrums advisers should be aware of
- Digital assets, client wishes and leaving a lasting legacy
- Masterclass – Trusts and IHT planning
- Lifetime allowances and strategies for ageing clients
- Navigating challenges in retirement income strategies
- Skills – Connecting conversations: A masterclass in engaging communication
- Skills – Powerful techniques to bring cashflow modelling to life for clients
PLUS
- New professionals – join us for an informal session on career pathways
- Retiring professionals – planning for your own successful retirement or business sale
* The full programme will be published in early January.
Registration
Registration is free of charge and lunch and refreshments will be provided.
To register click on the link below:
Registration - Contact Details (eventsair.com)
If you have any queries regarding registration, please contact pfsevents@cii.co.uk
Venue