(Plus there's 1 hour CPD available.)
See you there? Follow the link
bit.ly/3Ity6f5
#paraplanning #paraplanners #learnfixshare
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For many of us, being a paraplanner is exactly what we want to be. But what does career progression in paraplanning look like? And what if you decide to branch out into other disciplines along the way?
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– the chance to catch up with paraplanners you already know and spark new connections with ones you don’t
– delicious farm fresh food (plus sweets, chocolate and possibly ice cream)
Find out more and grab your ticket – only £50
bit.ly/4mKUNKQ
#paraplanners #paraplanning #learnfixshare
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Join us online in FIVE MINUTES (1pm) when host Leanne Pickering will be joined by Neil Macleod from M&G's technical team to ask 'Tax wrappers: which, why and when?'.
Interested? Tap the link and we'll see you there:
bit.ly/45p0Lux
#paraplanning #paraplanners #learnfixshare
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Which wrapper is right for your clients now that the cut in capital gains tax allowance and rises in the tax on gains and dividends has changed things? Join us online at 1pm tomorrow (20 Aug) and find out.
#paraplanning #paraplanners #learnfixshare
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Considering a move into paraplanning? Just landed your first role? Then something you might keep asking yourself is ‘What kind of organisation should I work for?’
#paraplanning #paraplanners #learnfixshare
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Considering a move into paraplanning? Just landed your first role? Then something you might keep asking yourself is ‘What kind of organisation should I work for?’
#paraplanners #paraplanning #learnfixshare
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📣 GOING LIVE IN FIVE!
How can paraplanners help clients get retirement risk zone ready? Join us online in five minutes (1pm BST) to find out. Then follow the link.
bit.ly/4lDoe0J
#paraplanning #paraplanners #learnfixshare
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Headshot of Connor Stewart from Standard Life
Join us online at 1pm next Wednesday (23 July 2025) when Connor Stewart from Standard Life will be joining host, Richard Allum, to explore the features of the retirement risk zone.
Save your spot now ➜
bit.ly/4lDoe0J
#paraplanning #paraplanners #learnfixshare
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📣 GOING LIVE IN FIVE!
How can you get your break into paraplanning? Find out when our online Assembly goes live at 12.30pm. Fancy joining in? Then follow the link.
bit.ly/4eJWMM6
#paraplanning #paraplanners #learnfixshare
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📣 GOING LIVE IN FIVE!
How can paraplanners transform advice outcomes for women? Find out when our online Assembly goes live at 1pm. Fancy joining in? Then follow the link.
bit.ly/3T4LiJb
#paraplanning #paraplanners #learnfixshare
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Save your spot. An informal Assembly for outsourced paraplanners. A gathering on Zoom. 1pm on 19 June 2025.
Are you an outsourced paraplanner who would like to catch up with peers who understand the ups and downs of running an outsourced paraplanning business? Well here's an invitation...
#paraplanning #paraplanners #learnfixshare
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In part two, Andy explains how annuities can actually boost the value of the legacy clients leave for loved ones, and their potential role as an asset class within broader portfolios. To top up your annuities knowledge tune in now ➡️ bit.ly/4jAdgHy
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Now booking. How paraplanners can transform women's financial fortunes. An Assembly online at 1pm on 25 June 2025. 1 hour CPD available.
Is there a chance that the most recent recommendation you created for a woman unwittingly relied on assumptions rooted in the life experience of a man?
#paraplanning #paraplanners #learnfixshare
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Bonus episode. A bite-sized Assembly on investing for US expats. Season 2, Episode 15. Recorded on 17 May 2024.
There's been a surge of podcast listens to last year's Laurence Leigh's bite-sized Assembly on investing for US expats over the last couple of weeks.
Can't think what's prompting that 🤔
#paraplanning #paraplanners #learnfixshare
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Are you considering a career in paraplanning? Just starting out? Or just an experienced paraplanner who's keen to encourage someone you know?
Then our online Assembly at 12.30pm on Wednesday 9 July is just for you!
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#paraplanning #paraplanners #learnfixshare
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📣 GOING LIVE IN FIVE MINUTES!
Join us online at 1pm when Standard Life's Andy Powell will be returning for the second of his lunch-hour refreshers annuities essentials for paraplanners. Fancy tuning in? Save your spot now.
bit.ly/43ccz0I
#paraplanning #paraplanners #learnfixshare
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📣 GOING LIVE IN FIVE!
Join us at 1pm for an online Assembly that’s all about embracing innovation and shaping our profession and not just be subjected to change. Tap the link to join 'How to stay ahead in paraplanning (despite the relentless change)' now
bit.ly/4iomjL3
#paraplanning #paraplanners
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There's an easy-to-understand definition that offers a bit of background per term. And in a world awash with word soups and acronyms, that's a welcome source of straightforward explanations of often quite complex ideas.
Listen here ➜ bit.ly/4lP8YOV
#paraplanning #paraplanners #learnfixshare
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Headshot of Ceetal Katechia of PSA Financial Associates
Headshot of Zara Okoro of Abacus Associates
Join Ceetal Katechia and Zara Okoro online at 1pm next Wednesday (30 April) for 'How to stay ahead in paraplanning (despite the relentless change)'.
Follow the link to save your spot now
bit.ly/4iomjL3
#paraplanning #paraplanners #learnfixshare
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Or search 'Paraplanners' Assembly' on your favourite podcast app or player. Prefer to watch the Replay at Crowdcast? Head over here ➔ bit.ly/3Ed7fC5
#paraplanning #paraplanners #learnfixshare
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📣 GOING LIVE IN FIVE MINUTES!
Join us online at 1pm when M&G's Barrie Dawson will be joining us for a lunch-hour refresher on investment bond essentials. Fancy tuning in? Save your spot now.
bit.ly/4cuQuPa
#paraplanning #paraplanners #learnfixshare
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A headshot of Barrie Dawson of M&G fills the right half of a square image. To its left text reads: 'This lunchtime, help yourself to some essential investment bond knowledge'. Join us for "A guide to investment bond essentials for paraplanners@. 1pm today. 1 hr CPD.
Yet they’re an option that offers plenty of planning potential.
So why not rekindle your bond with bonds? Save your spot now.
bit.ly/4cuQuPa
#paraplanning #paraplanners #learnfixshare
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Large text displayed on a bright green square background reads 'Now booking: A guide to investment bond essentials for paraplanners. 1pm, 16 April 2025'
So is it time to 🤗 rekindle your bond with bonds? To find out, join us online at 📅 1pm on Wednesday 16th April for a lunch-hour Assembly when M&G's Barrie Dawson will be our guest for a refresher on the essentials of investment bonds for #paraplanners. 🎓
Save your spot now ➜ bit.ly/4cqTlJ6
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In our latest podcast episode 🎙️, Scottish Widows' protection expert, Jon Hall, concludes his duo of essential guides to protection for #paraplanners. And this time he means business (protection).
🎧 Listen now at Acast → bit.ly/3RNg08J
Or search 'Paraplanners' Assembly' on your podcast app.
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📣 GOING LIVE IN FIVE MINUTES!
Join us online at 1pm when Scottish Widows' Jon Hall will be joining us to explore business protection essentials. No need to save your spot, we're gathering on Streamyard here 👉https://bit.ly/4lam9cC
#paraplanning #paraplanners #learnfixshare
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Our #5 top of the pods episode is 'A paraplanner's guide to giving', our #Assembly that welcomed three experts to discuss why clients want to give, and the gap between clients' desires and advisors' awareness. Tune in to this CPD accredited Assembly.
bit.ly/43xZfpe
#Paraplanners #Giving
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📣 GOING LIVE IN 10 MINUTES!
Join us online at 1pm when M&G's Les Cameron will be joining us to talk pensions, death and taxes. It's sure to be IHT-tastic! To join in, save your spot by following the link now.
https://bit.ly/4jXBOeO
#paraplanning #paraplanners #learnfixshare
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Listen on Acast now ➜ https://bit.ly/4gz5nk1
Or search for Paraplanners' Assembly on your podcast app. (And make sure to like, follow or subscribe.)
#paraplanning #paraplanners #learnfixshare
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Discover critical #cybersecurity insights in under 30 minutes: learn the importance of password length, detect advanced phishing, & protect client data while complying with regulations. Ideal for #paraplanners to secure their practice & personal info. Start building strong cybersecurity habits! 2/2
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