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Financial roadshows to offer themed expertise

Training and development firm Summits Afoot is setting up a new company to offer free roadshows for financial services professionals.

The Partnership in Planning company will run roadshows around a financial planning theme, offering technical knowledge as well as product ideas.

The conferences are sponsored by product providers and admission for delegates is free. A series of well-known industry speakers has been lined up as well as experts such as barristers and health industry experts.

Some of the themes planned are securing retirement income, investment for trustees, health and wealth in retirement, preserving business wealth, business insurance, inheritance tax planning and offshore investments.

Delegates will get technical update sessions presented by industry experts, product solutions hosted by providers, as well financial planning clinics.

The conferences start in February will be hosted at venues across the country including Leeds, Birmingham, Aberdeen, Bristol, Guildford, Watford, Edinburgh and Belfast.

Partnerships in Planning managing director Robin Ali says: “Our commitment is to delivering a high-quality and informative series of events using speakers who are not only experts in their field but also capable of informative and entertaining delivery.”


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