PFS XCHANGE LATER LIFE PLANNING CONUNDRUMS - Thursday 29th February 2024

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