On the Road and ready!

Welcome to the latest update for the ‘On the Road’ seminars. By now everyone who has registered for information or to reserve a place should have received a message confirming that a place has been reserved for them. If you have pre-registered and haven’t received your email please let us know. We still have a few places left so if you are thinking of coming along and haven’t yet reserved your place you need to do so fairly quickly.The days promise to be very exciting and informative. Details of the confirmed speakers can be found below and we are still in talks with a number of other companies and individuals.

The confirmed speakers are:

• Standard Life
• Life Trust
• Arm
• The Paraplanner

All the speakers will be talking about different parts of the ‘at retirement’ market, from why an annuity is not always the most appropriate choice for a client, to alternative strategies for providing income in retirement, to fund research and selection to product research and report writing.

More specifically, the day will involve a number of different speakers presenting to us about different aspects of the at retirement market. We have asked that all the speakers make a generic presentation so that we are able to better understand how the ‘at retirement’ market works and the research and understanding we need to do as paraplanners to better help the advisers and planners we work with.

We are sure that this will mean everyone leaves with a greater understanding of the decisions to be made at this important time for clients.

In addition to the above there will of course be the opportunity to meet and get to know other paraplanners in your area; to share ideas and best practices and to have the opportunity to discuss matters which are important to paraplanners.

Finally, as if any other incentive was needed, everyone who attends one of the road shows will get the opportunity to win an ipod nano!

We have set up a micro site dedicated to the road shows here where you will be able to find all the latest information about the days and the address details of the venues, so please keep checking that for all the latest details.

Due to unforeseen circumstances we have had to make a slight change to a couple of the dates. The date for Southampton is now Monday 20th October and Manchester is now Tuesday 21^st as we have been asked to be part of the Adviser 2008 event. This is a fantastic opportunity for all of us to show the rest of the industry exactly what Paraplanning is about and what paraplanners are capable of.

Further details can be found by clicking this link here.

We hope you will be able to attend one of the events as we know you will find it beneficial not just for you but also for the work you do for your Financial Planner.  Please also pass this information on to any other paraplanners you may know so that they are able to take advantage of the fantastic day we have planned.

We look forward to seeing you there!