Prudential - Our 'Future-proofing Fridays' seminars are coming to you virtually
7 September 2021
They're three very diverse sessions - not only in terms of the areas we'll cover, but also in the way they're delivered. Feedback from you tells us you really appreciate a different way of doing things, so that's why we're running them in a much more conversational/debate style than you may perhaps normally experience.
So, what's on offer...
- 17 September - Part 1 - Future-proofing your business for sale - in our first event we've joined up with financial services acquisitions and mergers consultancy, City and Capital. We'll look at the preparation and changes to business practices adviser firm owners might want to consider ahead of a sale or merger - whilst also maintaining and improving their client experience.
- 24 September - Part 2 - Future-proofing your pension advice processes - our second event focuses on a critical area for advice firms - how to sense check that centralised investment and retirement propositions are fit for purpose now, and for what we know is around the corner. What difference does it really make, do you need to have one, and what does this mean for client outcomes?
- 1 October - Part 3 - Future-proofing your legacy planning - finally, we'll have the great legacy debate, using some of our technical experts to discuss the merits of using different trusts and what circumstances best fit which trust.
Following the seminar, we'll provide attendees with a structured CPD certificate.
Visit our registration site for more information including specific CPD learning outcomes and to book your place.
Register here now
If there's anything you want to ask, please speak to your Account Manager or email Prudential Events.
