Exeter and North Devon Summer Conference

21 Jun 2023 New Date Reminder
AboutFollowers 1ExhibitorsSpeakers 5ReviewsDeals


08:45 AM - 02:25 PM General Hours

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Estimated Turnout

100 - 500
Based on previous editions

Event Type



Jun 2023

Frequency Not Available

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Different Located Editions
Taunton, UK21 Jun 2023



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The Personal Finance Society

UK114 Total Events

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EditionJun 2023

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Schedule & Agenda

Wed, 21 Jun 08:45 AM - 09:30 AM
Wed, 21 Jun 09:30 AM - 09:35 AM
Chair Introduction
Wed, 21 Jun 09:35 AM - 09:50 AM
Word Cloud Activity
Wed, 21 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
Wed, 21 Jun 10:25 AM - 11:00 AM
Property wealth in later life planning
Overview of Later Life Lending market, examining why clients chose to release equity from their homes. We’ll delve into our mass affluent rese...continue reading
Wed, 21 Jun 11:00 AM - 11:05 AM
Professional Qualifications Officer
Wed, 21 Jun 11:05 AM - 11:25 AM
Conversations Over Coffee
Refuel and build up your professional network
Wed, 21 Jun 11:25 AM - 11:30 AM
Chartered Champion
Wed, 21 Jun 11:30 AM - 12:05 PM
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
Wed, 21 Jun 12:05 PM - 12:40 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
Wed, 21 Jun 12:40 PM - 12:45 PM
Education Outreach Ambassador
Wed, 21 Jun 12:45 PM - 01:25 PM
Lunch and Learn
Grab yourself some lunch whilst speaking with our subject matter experts
Wed, 21 Jun 01:25 PM - 01:40 PM
Word Cloud Activity
Wed, 21 Jun 01:40 PM - 01:45 PM
Membership Officer
Wed, 21 Jun 01:45 PM - 02:20 PM
The Factors That Can Make or Break Your Valuation
Valuation is a critical aspect of any business exit and the one that owners are often most interested in. Understanding the factors that will ...continue reading
Wed, 21 Jun 02:20 PM - 02:25 PM
Chairs Close

Venue Map & Directions

Venue to be announced

Houston, USA

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