Personal Financial Planning Community events
Upcoming events and webinars for Personal Financial Planning Community members.
Community events and webinars
Check this page regularly for more information about our range of events and webinars.
| Date | Event | Description | More info |
|---|---|---|---|
| 19 October 2021 | Virtual workshop: Planning for your retirement | This highly practical and dynamic three-hour virtual workshop will walk you through the steps to take and considerations to keep in mind as you approach retirement, at the point of retirement and then once in retirement. | Find out more |
| 2 November 2021 | IHT Masterclass: Tax-efficient strategies and planning opportunities | This masterclass will bring you up to date on those consultations and provide a view on the potential future direction of IHT legislation. | Find out more |
| 25 November 2021 | Masterclass: Putting together your pre-retirement financial plan | This masterclass offers a different approach to retirement planning by moving beyond a general overview and focusing on 10 key planning areas with actionable outcomes. | Find out more |
| 9 November 2021 | Personal Financial Planning Conference 2021 | This year’s event focuses on how accountants and regulated financial advisers can work more closely together to deliver better client outcomes and build a more profitable and sustainable business. | Find out more |
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