In another of our speaker updates we are really pleased to share the news that Keith Butten CFPcm of boosst – Financial Planning will be also sharing his ideas on progressive planning at ProPlan ‘23.
Hugely experienced and very well known in the financial planning profession this is bound to be another special session amongst many.
ProgPlan ‘23 is kindly supported by Novia Financial Plc and is a day full of ideas for and by financial planners. Featuring eight planners, two keynotes and a couple of other sessions sure to be of interest, it really is a packed day of ideas, insights, networking and all finished with drinks at the end of the day.
We hope to see you there.
#financialplanning #progressiveplanning #progressivethinking #forandby
Octo Members
Octo
-
Advice for overseas clients
28 March 2023
-
Octo Members explainers
28 January 2021
-
-
Big announcement: A new team member joins Octo
17 August 2020