Practical skills for working with clients who are dying’
Whilst we all know that death is guaranteed, when it is imminent for a client and time to prepare and plan is short, a special set of soft skills is required. Sensitivity and tact, but also directness and immediacy are vital as delays cannot be allowed to get into the planning process.
This event is only available to Chartered members.
Following this session, attendees will have a better understanding of:
This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.
Eldon Financial Planning Ltd
Company: Eldon Financial Planning Ltd
As Director of Client Services at Eldon Financial Planning, a Chartered Financial Planning Firm in North East England, Gemma has a strong passion for Financial Planning, with a particular focus on implementing the technical areas of our job with care and humanity to enhance the lives of our clients. In her 20s she achieved Chartered status, gained Fellowship of the Personal Finance Society and went on to win the ‘Paraplanner of the Year 2012’. Since then her learning and development has not stopped; gaining management and business skills required to carry the firm forward and providing a smooth transition for Eldon’s clients as the founding Directors retire and the next generation come through. Eldon won the prestigious ‘Chartered Financial Planning Firm of the Year’ award in 2011 and again in 2018/19.
Bruce & Co Legal & Financial Ltd
EMG Solicitors Limited
Company: EMG Solicitors Limited
Samantha Edward is Director with EMG Solicitors specialising in the drafting of Wills, Powers of Attorney, mental capacity, estate administration, trust administration, inheritance tax planning and asset protection. She qualified as a solicitor in 2007 and works for a diverse range of clients from private individuals, business owners, farmers and trustees.
Set in a unique location, surrounded by 350 acres of private, landscaped grounds. This refined hotel is 3.6 miles away from Durham Station. By Car: A1(M) Junction 62 and follow the A690 to Sunderland. The nearest airport is Newcastle (28 miles).
Complimentary WiFi and Parking is available to all guests.
Click on the ‘Book Now’ button above. Once you have logged into your PFS account you will be taken to the booking pages for this conference.
Yes. If the Conference or session you want to attend is full, there are often cancellations so if you go on the waiting list it is likely you will be able to attend. Click on the ‘Book Now’ button above to go onto the Waiting List.
You can amend your registration details by logging into your Events profile. Click on the ‘My Events’ button to do so now.
It could be that you have entered your email address incorrectly or that you have switched to a new email address, or that for some technical reason your registration failed. Please contact the Personal Finance Society Conference office at email@example.com and we can check your records.
At the present we are not able to automatically upload the CPD records, but we hope to be able to offer that service in the near future.
Please also note that you MUST sign in at the Conference for all sessions you attend in order for the Conference Office to validate your attendance.
You will be able to download your CPD Certificate from the PFS website after the event, and will receive an email within 48 of the event with the link to download your CPD certificate.
If you are unable to download your CPD Certificate after 48 hours, please email firstname.lastname@example.org to clarify this.
Please click here to view the schedule of forthcoming Conferences, regional events and what CPD sessions will be covered.
We will do our best to accommodate all dietary requirements. You can make us aware of this as part of the registration process, or update your Event Profile on the PFS website (click on My Events to login and then edit your requirements on your Event Profile).
Please email the Conference Office at email@example.com after the Conference and we will send you the presentation slides.
The dress code is business attire.