The Personal Finance Society (PFS) has revealed the agenda for its upcoming 2025 Purely Paraplanning event scheduled for May 7, 2025. This event aims to assist professionals in adapting to the evolving landscape of the paraplanning industry. The conference will delve into pertinent subjects such as changes in inheritance tax, sustainability, vulnerability, and personal growth.

Set to be led by Luke Sparkes, the distinguished paraplanner of 2024, and Zara Okoro, recognized for her collaborative efforts in financial planning, the event will feature prominent speakers including coach Rebecca Timmins, who specializes in enhancing client services and organizational culture, and chartered financial planner Zoe Taylor, renowned for her blend of technical expertise and interpersonal skills. The sessions will revolve around themes of self-improvement, wealth accumulation, and a panel discussion featuring the PFS paraplanning panel.

Participants can accrue nearly seven hours of continuing professional development (CPD) credits and will have ample networking opportunities. Alan Gow, chair of the PFS paraplanning panel, expressed anticipation for the 2025 PFS Purely Paraplanning conference, emphasizing its role in supporting the professional growth of paraplanners. He highlighted the dynamic nature of the industry, underscoring the importance of staying abreast of new developments to provide exceptional service to clients.

The event program is meticulously crafted to equip paraplanners with the knowledge and skills required to excel in their roles, ensuring they remain competitive in the ever-evolving financial landscape. By offering a platform for learning, networking, and professional development, the 2025 Purely Paraplanning event aims to empower attendees to navigate challenges and seize opportunities in the paraplanning sector.

In conclusion, the 2025 Purely Paraplanning event organized by the PFS promises to be a transformative experience for professionals seeking to enhance their expertise, broaden their networks, and stay ahead in the dynamic world of paraplanning. With a lineup of distinguished speakers, engaging sessions, and valuable CPD opportunities, this event is poised to be a cornerstone in the journey of paraplanners towards professional excellence and client satisfaction.