Exeter & North Devon PFS Local Event 30th April
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Exeter & North Devon PFS Local Event 30th April

Join us for a full day with 5 speakers.

By Personal Finance Society

Date and time

Wednesday, April 30 · 9:30am - 3pm GMT+1

Location

Exeter Court Hotel

Exeter court hotel Kennford EX6 7UX United Kingdom

About this event

  • Event lasts 5 hours 30 minutes

The agenda will follow:


  • 09:00 Registration
  • 09:30 Opening remarks - Chairman Geoff Butler
  • 09:40 Session 1: AI integration, James Priday
  • 10:30 Session 2: Attracting clients, Philip Calvert
  • 11:20 Coffee break
  • 11:40 Session 3: Later life planning, Solla
  • 12:30 Lunch
  • 13:10 Theresa: Insurance Institute of Exeter CPD and planning for the future
  • 13:15 Session 4: Consumer Duty, Duncan Parkes
  • 14:05 Session 5: SIPP/SASS, Josh Legg
  • 14:55 Chair's closing remarks
  • 15:00 End

Organized by

Personal Finance Society