Shaping Wealth returns as a partner for ProgPlan ’23

Octo Members
28 June 2023

We are sharing ongoing updates of speakers and partners at our forthcoming ProgPlan ’23, our showcase event for and by financial planners, and kindly supported by Novia Financial Plc.

We aim to build on the great feedback from our first event last year and deliver another packed day of insights and ideas to delegates.

As well as a great line-up of eight brilliant financial planners, two keynote speakers, The Nick Cann BEM Award for Progressive Planning plus a couple of surprises along the way we are very pleased to showcase other partners who will be in the Progressive Thinking Zone on the day for delegates to meet and mingle with.

Returning again this year is Neil Bage Co-founder of Shaping Wealth who are bringing some of the most progressive thinking for practitioners in the fields of behavioural finance, the psychology of money and investing as well as their innovations in training and educating advisers. It is brilliant that Neil, Brian Portnoy, CFA and Joy E. Lere, Psy.D., have again chosen to support our premier event for financial planners and for which we are very grateful.

More updates on speakers and partners, as well as some of the highlights from last year, to follow over the next few days.

To join us on the day, grab one of the remaining tickets

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