Sound interesting? Then join host, Caroline Stuart of Sparrow Paraplanning, Succession Wealth's Ellie Welling, Joe Jacob from FLP Financial Life Planning, Peter Spence of Fintuity, and Aegon's Sarah Purves in FIVE MINUTES (1pm on 1 Oct)!

Join us live here ➜ dub.sh/yXNhncy

2/2 | #paraplanning

We invited Barnett Waddingham’s James Jones-Tinsley on to our podcast to share his thoughts on the Commission and what it could mean for paraplanners.

Spotify: bit.ly/4mK160i
Apple: apple.co/3Iw6o1n

Or search 'Paraplanners' Assembly' on your podcast player.

#paraplanner #paraplanning

2/2

(Plus there's 1 hour CPD available.)

See you there? Follow the link

bit.ly/3Ity6f5

#paraplanning #paraplanners #learnfixshare

Join us online at 1pm tomorrow (3 Sep) when host, Caroline Stuart, will be joined by Ellie Bailey, Farida Hassanali, Rebecca Tuck and Sian Greenhill to learn how they applied their paraplanning skills and experience to pursue unique career paths. Interested?

Save your spot now ➜ bit.ly/41APfKi

2/2

!

#learnfixshare

– the chance to catch up with paraplanners you already know and spark new connections with ones you don’t
– delicious farm fresh food (plus sweets, chocolate and possibly ice cream)

Find out more and grab your ticket – only £50

bit.ly/4mKUNKQ

#paraplanners #paraplanning #learnfixshare

3/3

– technical case study-led pick-and-mix sessions
– hands-on activities to bring clarity to your ambitions for your paraplanning career
– zen-like enlightenment about what’s trending technically, technologically and professionally thanks to hand-picked facilitators and experts

2/3

...why the 'best' mathematical answer might not actually be the right route to go.

Listen on Spotify bit.ly/3UJe033

Or find the episode on your podcast player by searching for 'Paraplanners' Assembly'.

2/2

Host, Leanne Pickering, will be joined by Neil Macleod from M&G's technical team to explore when bonds are more suitable, when offshore makes sense, and why the 'best' mathematical answer might not actually be the right route to go. 1 hour CPD available.

Save your spot now ➜ bit.ly/45p0Lux

Join us online in FIVE MINUTES (1pm) when host Caroline Stuart (Sparrow Paraplanning) will be joined by Julie Bee (Bee Paraplanning), Sarah Lees (Forvis Mazars) and Jo Parkes (Navigatus) to explore the different kinds of organisations you could work for. Interested? We're over here ➜ bit.ly/3IInZTy

Do you choose in-house team or outsourced provider? A small boutique practice or large corporate? Take part and you'll discover everything you could possibly need to know.

Interested? Save your spot now.

bit.ly/3IInZTy

Join us online at 1pm on 6 Aug when host Caroline Stuart of Sparrow Paraplanning will be joined by Julie Bee, owner of Bee Paraplanning, Sarah Lees, senior paraplanner at Forvis Mazars and Jo Parkes, paraplanning manager at Navigatus, to explore the different organisations you could work for.

Download Steve's slide, follow along and, once you've watched or listened, take the quiz to receive a certificate for your CPD.

Watch at the web page here: bit.ly/45bVExz
Listen on Acast here: bit.ly/4maZSve