agenda
Delegates will be eligible to claim over 4 hours CPD.
| 08:45 - 09:15 | Registration & refreshments |
| 09:15 | Welcome, housekeeping & scene setting Phil Evans |
PFS CEO Update Don MacIntyre | |
| Region Chair MDRT
Europe-Oceania 2022-2024 Kyriakos Chatzistefanou | |
| Zone Chair - MDRT Elaine Milne | |
| Estate Planning - Now or Never? Matthew Smith | |
| Strategic Coach David Braithwaite | |
| Break | |
| Panel Session - Experiences of First Time Attendees & Benefits From First Meeting Tom Davies, Stephen Jennings & Kris Amliwala | |
| Guiding Futures: Success Through Mentoring Carla Brown | |
| Understanding the Heart of your Clients' Values and what Influences Their Decisions' Edward Marshall | |
| Lunch | |
| Changing Lives - Together Sandro Forte | |
| Clever Advisor George Cliff | |
| My journey of writing a bestselling book Pawel Skotnicki | |
| Break | |
| Panel Session - What We've Learned About Becoming Successful UK Past Presidents, Tony Gordon, Caroline Banks & Ian Green | |
| Referrals & Technology Panos Leledakis | |
| The Success Plan Ian Green | |
| 17:00 | Summary & close Phil Evans |
| 17:05 - 18:00 | Networking drinks & meet the speakers |