PFS Local Herts, Middlesex & Bedfordshire – January Members Event

Our mission is to lead the financial planning community towards higher levels of professionalism, exhibited through ethical and behavioural standards, skill and technical knowledge to the ultimate benefit of the profession and the consumer alike.The Personal Finance Society is a not-for-profit organisation with member-led governance.Personal Finance Society website

Personal Finance Society

Join your PFS local committee, for an insightful day of CPD and networking.

Village Hotel Watford

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:<ul><li>09.00 am: Registration</li><li>09:30 am-– 10:15 am: IHT Planning from the experts at Octopus</li><li>10:15 am – 11.00 am: Brooks MacDonald on the changing investment landscape</li><li>11.00 am – 11.15 am: Tea break</li><li>11:15 am - 12:00 pm: Exeter on Income replacement</li><li>12:00 pm – 1:00 pm: The inspiring Bernie DeSouza on how to get more clients</li><li>13:00 pm: Lunch &amp; networking </li></ul>

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PFS Local Herts, Middlesex & Bedfordshire – January Members Event

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PFS Local Herts, Middlesex & Bedfordshire – January Members Event

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