CPD & Supper Evening
Further information will be available in due course, together with booking instructions.
Thu 11 Jun 6:30 pm – 10:30 pm
Mansion House York
Save the date! CPD Presentation Tuesday 21 July 2020. A presentation by Anna Brooksbank, Time Investments
Tue 21 Jul 6:00 pm – 7:00 pm
Anna Brooksbank, Time Investments
Save the date! CPD Presentation Tuesday 13 October 2020
Tue 13 Oct. 2020 6:00 pm
Save the date! CPD Presentation Tuesday 17 November 2020
Tue 17 Nov. 2020 6:00 pm
Save the date! CPD Presentation Tuesday 19 January 2021. A presentation by Bernard Thornton FCII Chartered Insurance Practitioner
Tue 19 Jan. 2021 6:00 pm
The Insurance Charities Golf Day
After positive feedback in 2019, this year's annual Golf Day will be returning to The Warwickshire Golf & Country Club in Leek Wootton on Wednesday 16th September, 2020. This time we'll be playing on the 18-hole Earls Course, which presents a fantastic test of golf with the first nine mostly through woodland with lots of tight driving holes. With tricky to read greens, great woodland holes and range of water hazards, the Earls Course offers an all-round championship golf experience!
Fri 7 Feb. 2020
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Cancellation of CPD event - Futureproof your retirement business -
Kevan will outline any Budget changes that will impact retirement advice – Good, bad or ugly and will describe new business opportunities, that arise from issues raised by the January 2020 “FCA Dear CEO letter”. Kevan will demonstrate how optimising income from all the clients assets and income can deliver the retirement they want and increase the legacy they leave and will demonstrate strategies to keep clients invested longer and de-risk retirement, for those with fund values of between £50,000 to £150,000.
Tue 17 Mar 6:00 pm – 7:00 pm
Kevan Ramanauckis, Canada Life
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