later life planning conundrums - southampton 

Programme Overview 

We are excited to invite you to register for the first series of new-style PFS XCHANGE events taking place in 2024! 

These events will be bigger with more topics relevant to a greater range of roles in our profession. 

Registration will open at 08.45 on Thursday 29 February with a packed programme running across a series of breakouts until 16.00, offering more than 5 hours of CPD.  

Robert Kirk, Zoe Taylor, David Scarlett, Hazel Bowen, Ian Dibb, Roderic Rennison, Charlie Reading and John Whitehead.

Sessions

• Hot topic – Care funding & the planning conundrums advisers should be aware of 
• Digital assets, client wishes and leaving a lasting legacy
• Masterclass – Trusts and IHT planning 
• Lifetime allowances and strategies for ageing clients
• Navigating challenges in retirement income strategies
• Skills – Connecting conversations: A masterclass in engaging communication
• Skills – Powerful techniques to bring cashflow modelling to life for clients

• New professionals – join us for an informal session on career pathways
• Retiring professionals – planning for your own successful retirement or business sale

Registration

Registration is free of charge and lunch and refreshments will be provided.