MORE INFO
The Assemblies are...
Informal gatherings designed by paraplanners for paraplanners to exchange views, learn things, fix things and share things.
Sign up for the post
Would you like to stay in touch with news and events? Then just add your details below.
We’ll use your details to keep you posted on our events and news. From time to time, this will include activities that our supporters are participating in that we think you’ll find interesting. We share information at an aggregate level with our supporters every now and then.
Please see our Privacy Policy for details of how we will process your personal information.
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
Supported by...
