Northern Ireland Summer Conference

13 Jun 2023 New Date Reminder
AboutFollowersExhibitorsSpeakers 4ReviewsDeals


08:45 AM - 01:50 PM General Hours

Entry Fees

Check Official Website

Estimated Turnout

upto 100
Based on previous editions

Event Type



Jun 2023

Frequency Not Available

Official Links


Report Error
Claim this event
Different Located Editions



Queries about the event? Ask Organizer

The Personal Finance Society

UK114 Total Events

Listed In

EditionJun 2023

How did you participate in this event?

Invite users with similar interest

View More

Write a Review

Add Your Review


Schedule & Agenda

Tue, 13 Jun 08:45 AM - 09:30 AM
Tue, 13 Jun 09:30 AM - 09:35 AM
Chair Introduction
Tue, 13 Jun 09:35 AM - 09:50 AM
Word Cloud Activity
Tue, 13 Jun 09:50 AM - 10:25 AM
Is your CIP fit for duty?
Are you still comfortable with your existing CIP, or is Consumer Duty forcing you to reconsider? Evelyn Partners would like to share their tho...continue reading
Tue, 13 Jun 10:25 AM - 10:30 AM
Professional Qualifications Officer
Tue, 13 Jun 10:30 AM - 10:50 AM
Conversations Over Coffee
Refuel and build up your professional network
Tue, 13 Jun 10:50 AM - 10:55 AM
Chartered Champion
Tue, 13 Jun 10:55 AM - 11:30 AM
Topical tax planning for blended families
It is more and more common to have clients who have remarried and have children from a former marriage/relationship. How should such clients a...continue reading
Tue, 13 Jun 11:30 AM - 12:05 PM
Is your planning toolkit #readyforRishi #readyforSirKier #readyforSirEd
The Chancellors’ Autumn Statement has brought about tax changes for us all, especially your high net worth clients. With changes to Capital Ga...continue reading
Tue, 13 Jun 12:05 PM - 12:10 PM
Education Outreach Ambassador
Tue, 13 Jun 12:10 PM - 12:50 PM
Lunch and Learn
Grab yourself some lunch whilst speaking with our subject matter experts
Tue, 13 Jun 12:50 PM - 01:05 PM
Word Cloud Activity
Tue, 13 Jun 01:05 PM - 01:10 PM
Membership Officer
Tue, 13 Jun 01:10 PM - 01:45 PM
Too often a dementia diagnosis stops the conversation – we need to start one, and the time is now!
Challenging the stigma of dementia and speaking to clients about the increasing numbers of people being diagnosed and the importance of gettin...continue reading
Tue, 13 Jun 01:45 PM - 01:50 PM
Chairs Close

Venue Map & Directions

Venue to be announced

Myrtle Beach, USA

Add Venue

More Events in Myrtle Beach

All Events in Myrtle Beach