In another speaker announcement for ProgPlan ‘23, our flagship event for and by financial planners we are really pleased to announce that Helena Wardle of Money Means will be joining us as a speaker to share her ideas on progressive planning with delegates.
Helena brings a strong personal focus on the challenges delivering advice to those currently unsure and underserved and is sure to give us all lots to think about on the day.
A big thanks to Helena for speaking, to our headline supporter Novia Financial Plc and everyone else contributing, speaking and otherwise involved.
Tickets still available via the QR code or https://twtr.to/9x8B
We hope to see you there!
#financialplanning #progressiveplanning
Octo Members
Octo
-
The role of the small number of journalists on Octo Members
14 October 2019 -
Progressive Planning Event – 8th September
1 July 2022 -
ProgPlan ‘23 Partner Announcement
30 June 2023 -
LinkedIn Marketing Tactics
2 May 2024