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Focus on strategy

Mentor Financial Services is holding a series of training days focusing on strategic planning services.

The workshops will be open to all IFAs and will be lead by Mentor Financial Services chairman Tony Granger, author of a number of books on finance and retirement issues. Guest speakers will also attend the bigger events later in the year.

The trustee investments and trust plan services event will be held on March 13 in Birmingham.

Training starts at 9.30am for 10am and finishes at 3.30pm, with refreshment breaks in between.

Course prices will vary between £55 and £125, according to the number of attendees for each event.

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