PFS Local Hertfordshire – January Members Event

Join your PFS local committee, for an insightful day of CPD and networking. We’d like to help you kick off your new year with your peers, learning from some insightful speakers.

We’re delighted to welcome you, to hear from a number of expert speakers, who will provide a new perspective on key financial planning topics, as we kick off 2026.

Date & Time: Thursday 15th January 2026, 9:30am – 1pm.

Venue: The Village Hotel, Watford

Planned Agenda:

1. 09:00am - 09:30am: Registration with refreshments.
2. 09:30am - 10:15am: fefundinfo.com - The focus will be on themes likely to dominate the investment landscape in 2026 – rising government debt and AI. The impact these will likely have on investing and markets as well as managing the risks whilst delivering good client outcomes
3. 10:15am - 11.00am: Just Retirement – retirement options and planning
4. 11.00am - 11.15am: Tea break
5. 11:15am - 12:00pm: Octopus Investments – Budget and IHT update
6. 12:00pm - 01:00pm: Bernie De Souza – “How to gain and retain clients using these 15 magic words”.
7. 01:00pm: Lunch