The Personal Finance Society (PFS) has unveiled the upcoming Purely Paraplanning 2025 event aimed at providing valuable insights and networking opportunities for professionals in the paraplanning field. Scheduled for Wednesday, May 7th, in central London, this event promises to be a pivotal platform for attendees to enhance their expertise and contribute to the ever-evolving paraplanning sector.

At Purely Paraplanning 2025, industry veterans will delve into crucial topics such as inheritance tax changes, sustainability, vulnerability, and personal development. Notable figures gracing the event include Luke Sparkes, the esteemed Professional Paraplanner of the Year 2024, and Zara Okoro, a driving force behind fostering innovation and collaboration among paraplanners to enrich the financial planning process.

The event will feature distinguished keynote speakers like coach Rebecca Timmins, known for her role in assisting financial planning firms to deliver exceptional client value and enhance organizational culture. Additionally, Chartered financial planner Zoe Taylor will share insights on effectively blending technical prowess with soft skills, drawing from her recognition in CityWire’s top 35 next generation advisers for 2024.

Purely Paraplanning 2025 offers a comprehensive agenda with sessions covering diverse areas such as self-investment strategies for paraplanners, innovative approaches to wealth management, and a panel discussion with the PFS Paraplanning Panel on achieving success in the field. With nearly 7 hours of Continuous Professional Development (CPD) credits up for grabs, participants can also leverage the networking opportunities the event provides.

Alan Gow, Chair of the PFS Paraplanning Panel, expressed enthusiasm for the conference, emphasizing its role in equipping paraplanners with the latest industry developments to enhance client service quality. The event aims to empower professionals to adapt to the dynamic landscape of paraplanning, positioning them for success in delivering exceptional service to their clients.

Registration for the Purely Paraplanning 2025 event is complimentary for Personal Finance Society members and their guests. This event not only promises to be an educational experience but also a valuable networking opportunity for paraplanners looking to stay at the forefront of industry trends and best practices. For more information and registration details, interested individuals can visit the event’s official website.