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Learning Series

NextWealth Roadshows

NextWealth Roadshows

NextWealth is delighted to invite you to our inaugural adviser roadshows.

What is in it for you?

Together, we will spend the morning absorbing, debating, and discussing NextWealth data and insight alongside your peers on the theme of retirement advice.

We aim to clarify (maybe challenge) the regulatorā€™s intentions with a practical reality on the drivers behind the retirement income review. What is good practice?

Advisers, paraplanners, administrators, compliance professionals, research teams are welcome as long as you work in an advice business delivering retirement advice. After the event, each attendee will receive a written summary ā€“ a snapshot of the dayā€™s learnings, participator views and helpful data from NextWealth to help with benchmarking your firm or adding some due diligence to your processes.

Reserve my space

We are limited on space in some locations, so the sooner, the better.

If you have any questions, please email emma@nextwealth.co.uk.

    Download the agenda

     

    04 November 2024

    Where

    Across the UK

    Who is it for?

    Financial advisers, paraplanners, research individuals, compliance professionals and/or administrators who work within a financial advice practice.

    Cost

    Free of charge

      Book your place

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