| Join your PFS local committee, for an insightful day of CPD and networking. We’d like to help you kick off your new year with your peers, learning from some insightful speakers. We’re delighted to welcome you, to hear from a number of expert speakers, who will provide a new perspective on key financial planning topics, as we kick off 2025. Agenda: 09:30 am - 10:15 am: Lion Trust - 5 warning signs of change: how to navigate them to meet client objectives and identify ways of active management and diversified investment approaches can aid clients in achieving their long-term investment objectives. 10:15 am – 11.00 am: Octopus - IHT Planning guidance update. 11.00 am – 11.15 am: Tea break 11:15 am - 12:00 pm: Brooks MacDonald - looking at the FCAs Retirement Income review, covering off the areas that you need to cover in your CRP. This will cover the Investment solutions that you use plus risk rating tools and cash flow modelling 12:00 pm – 1:00 pm: The inspiring Bernie DeSouza on showing how to get more clients Thursday, 30 January 2025 09:00 – 14:00 The Village Hotel, Watford Registration at 09:00am with refreshments. Session runs from 09:30am - 13:00pm. Lunch at 13:00pm This is a FREE event to PFS members. Spaces are limited, so book early to avoid disappointment! Book Here! | 