Essex Regional Conference Q2 2019 | Personal Finance Society | 23 May 2019 | Hylands House, London Rd, Writtle, Chelmsford CM2 8WQ, UK
Venue
Hylands House
Hylands House, London Rd, Writtle, Chelmsford CM2 8WQ, UK
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| Event Date |
Thu May 23 BST (over 5 years ago)
In your timezone (EST): Thu May 23 3:45am - Thu May 23 10:15am |
| Location |
Hylands House
London Rd, Writtle, Chelmsford CM2 8WQ, UK |
| Region | EMEA |
Details
Your quarter two regional CPD conference will see leading subject matter specialists deliver a broad and topical programme, including:
• Technology and e-Adviser – Proven benefits of technology in the advice process;
• Pension Death Benefits taxation – Recent changes and how you can add value for professional connections;
• IHT planning - Unravelling complexities following the Office of Tax Simplification review;
• Value investing – The right questions and how Lego has provided answers over the years;
• Caging the Lizard – Building blocks for retirement and helping clients make better decisions;
• Around the World in 40 Minutes - Market opportunities and specific portfolio actions to help navigate through uncertain times.
Speakers
2019 Speakers
Mark MacLean
Chairperson, HarperLees
Antony Teare
Stuart Podmore
Investment Propositions Director, Schroders
Maxine Parris
Committee, KMD Private Wealth Management
Andrew Donald
Seven Investment Management
Ryan Medlock
Royal London
Nick Eatock
Founder, Intelliflo
Stephanie McDonald
Committee, HarperLees
Siobhan Griffin
TIME Investments
Richard Moodey
Zurich Intermediary Group
Sponsors & Partners
2019 Partners
• Legal & General Investment Management
• Schroders
• Seven Investment Management
• Royal London
• Intellifo
• Time Investments
• Zurich