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
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ProgPlan ’23 Keynote Speaker
25 July 2023
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Big announcement: A new team member joins Octo
17 August 2020
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The Inaugural Nick Cann Award for Progressive Planning
29 September 2022
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Weekly Round-Up to 16th December ’21
20 December 2021