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Informal gatherings designed by paraplanners for paraplanners to exchange views, learn things, fix things and share things.

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From the blog...

Resources: Introduction to guaranteed income

From time to time, we like to cover topics that may not be something that Paraplanners come across every day but would still benefit from knowing about. This is one of those topics. Many Paraplanners may never have  worked on … Continued

They say a picture paints a thousand words…

Adding graphics and images to your reports and documentation can help you explain complex financial concepts to clients and we’ve got something to help with this.

Inflation and what every Paraplanner should know about it

Miss out on this discussion about inflation? No problem. Watch the replay here. Download the slides here.   Useful resources 7IM’s Ben Kumar writes about the increase in interest rates to combat rising inflation. Read the article here. Read Jack Monroe’s thread … Continued

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