AJ Bell Connect
Using case studies and interactive sessions, the webinar puts complex technical information into a format that is easy to get to grips with.
This webinar is specifically designed to help paraplanners and adviser support staff expand their technical pensions and investment knowledge in a relaxed environment.
With physical events still a tricky proposition due to COVID, we’re delighted to announce that we will be hosting our debut virtual AJ Bell Connect session.
Using case studies and interactive sessions, this webinar will put complex technical information into a format that is easy to get to grips with.
Head of Investment Research, Ryan Hughes, will kick things off by providing an update on recent key events in the investment world, before explaining how our AJ Bell Fundamentals service can support you with your investment research.
We will also be joined by Fidelity International’s National Development Manager, James Bird, who will be asking what might happen once the pandemic finally passes. And it wouldn’t be a Connect session without some technical expertise – so our Senior Technical Consultant, Charlene Young, will be there, looking at retirement planning opportunities for clients who could save using both a pension and a Lifetime ISA.
To close, regional Business Development Manager Matt Jonas will provide us with an update on all the latest developments on the AJ Bell Investcentre platform.
And after earning 1 hour 30 minutes of CPD time, you’ll be asked to take part in a light-hearted quiz to test your newfound knowledge. If you’re quick enough on the buzzer, you just might earn yourself a bottle of Prosecco!
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