Friday, 16 August 2013 09:12
Full schedule revealed for Paraplanner Powwow
Paraplanner Richard Allum has announced the full schedule for this year's first Paraplanner Powwow.
Following suggestions from delegates, topics will include due diligence, report writing, clean share classes, cashflow modelling, technology and platforms.
The Powwow is designed to be an 'unconference' with delegates choosing topics and ideas and shaping the agenda on the day.
Confirmed speakers include Mark Polson from the lang cat and Emma Napier from The Platforum.
The main session will be a 60-minute plenary session, the Powwow, for Paraplanners to share to issues and problems covering the Paraplanning sector.
{desktop}{/desktop}{mobile}{/mobile}
There will also be a 'campfire session' with L&G. L&G have ideas about supporting Paraplanners and offering bespoke service so this will be a chance for Paraplanners to share their thoughts and help create a great service.
Delegates also suggested 'show and tell' sessions on software and technology usage. Paraplanners will have five minutes to share their favourite software. This will be followed by a guest from AXA Elevate listening to ideas and concerns about how to create the ideal platform software.
The Paraplanner Powwow will take place in Northamptonshire on 19 September. Mr Allum is founder of outsourced Paraplannning company The Paraplanners and a board member at the Institute of Financial Planning.
Full details and tickets are available via http://paraplannerspowwow.co.uk/event/
• Want to receive a free weekly summary of the best news stories from our website? Just go to home page and submit your name and email address. If you are already logged in you will need to log out to see the e-newsletter sign up. You can then log in again.
Following suggestions from delegates, topics will include due diligence, report writing, clean share classes, cashflow modelling, technology and platforms.
The Powwow is designed to be an 'unconference' with delegates choosing topics and ideas and shaping the agenda on the day.
Confirmed speakers include Mark Polson from the lang cat and Emma Napier from The Platforum.
The main session will be a 60-minute plenary session, the Powwow, for Paraplanners to share to issues and problems covering the Paraplanning sector.
{desktop}{/desktop}{mobile}{/mobile}
There will also be a 'campfire session' with L&G. L&G have ideas about supporting Paraplanners and offering bespoke service so this will be a chance for Paraplanners to share their thoughts and help create a great service.
Delegates also suggested 'show and tell' sessions on software and technology usage. Paraplanners will have five minutes to share their favourite software. This will be followed by a guest from AXA Elevate listening to ideas and concerns about how to create the ideal platform software.
The Paraplanner Powwow will take place in Northamptonshire on 19 September. Mr Allum is founder of outsourced Paraplannning company The Paraplanners and a board member at the Institute of Financial Planning.
Full details and tickets are available via http://paraplannerspowwow.co.uk/event/
• Want to receive a free weekly summary of the best news stories from our website? Just go to home page and submit your name and email address. If you are already logged in you will need to log out to see the e-newsletter sign up. You can then log in again.
This page is available to subscribers. Click here to sign in or get access.