The Findings
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Help Your Clients Retire With Confidence By Powering Up Your CRP
Expert: George Pullar, Partnerships Development Manager, LV= Facilitator: Sam Shaw, journalist and consultant
10 October 2024
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How Do We Get The Pension Portfolio Mix Right For Clients?
Expert: Gemma Mitchell, Business Development Manager – Retail Intermediary Distribution, Standard Life Facilitator: Helen Clark, Owner and Director, Mint Blue Consulting
10 October 2024
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Making The Right Decision When It Comes To Buying Or Selling A Business
Expert: Alex Canham, Partner, Corporate, Herrington Carmichael Facilitator: John Chapman, Director, Catalyst Partners
10 October 2024
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Mindful Markets - Have Better Conversations with Anxious Clients
Expert: Nathan McKerlie, Strategic Partnership Manager, Albemarle Street Partners Facilitator: Sam Shaw, journalist and consultant
10 October 2024
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Navigating Geopolitical Volatility Amidst Us Election Uncertainty
Expert: Ben Palmer, Lead Sustainable Portfolio Manager, LGT Wealth Management UK Facilitator: Roderic Rennison, Partner, Catalyst Partners
10 October 2024