Powwow taking shape

by Richard Allum on 15 August 2013

The first Paraplanners Powwow is taking shape nicely with details announced today of the content, agenda and, most importantly for some, the food!  Sessions include “How do you carry out platform due diligence?”, “What goes into a really good report?” and “How do you build a cash-flow model?”.  There will also be a show & tell session with paraplanners sharing what technology they use and why.

The Powwow itself is expected to cover topics including qualifications, continuing professional development, and paraplanning and professional bodies.  The day will end with a stand up set from Mark Polson addressing questions such as “clean share classes – what the hell?”

Further details can be found on the Powwow site here.

Leave a Comment

Previous post:

Next post: