Sep
10
12:00pm
Paraplanning productivity hacks
By Paraplanners' Assembly
What's it all about?
Whenever we ask what topics you would like to talk about, productivity hacks comes up time and time again. Turns out you are always looking for ways to improve processes and speed up work practices. Well, look no further as we are dedicating a full hour to discussing that exact topic and answering any questions you may have.
- Managing your time and your inbox (not just hitting delete)
- To do lists and prioritisation
- The art of delegation
- Tracking time - tools and tips
- How to focus - setting yourself up for success
- Procrastination: How not to!
So join us at for a lunchtime chat, bring a sandwich and put your questions to our panel.
If there is something that you want to ask on the above or anything else, pop it in the question section after you've registered or ask on the day.
Meet the panel
📷
- Caroline Singleton - Caroline is a Technical Specialist for North East IFA firm, Money Matters. Essex girl turned northern lass, she enjoys shopping, drinking coffee and talking all things finance.
- Jackie Manning - A regular at the Assembly, Jackie has over 12 years experience in Financial Services and has a penchant for inheritance tax planning, trusts, tax and income planning, investments, pensions and cashflow.
- Aleks Sasin - Founder and Chief Paraplanner of Navigatus. Aleks has been paraplanning for over 10 years. When she's not writing reports, she tries to run Navigatus, a small outsourced paraplanning service, temporarily based in spare bedrooms across three counties.
Our panel will join us on Thursday 10th August, at 1.00pm for this hour-long online chat.
Want to ask them a question on the topic already? Go on, once you've registered, pop your question under the Q&A section - don't wait for the event, or email us here, or ask in real-time on the day.
Join us by pressing the 'save my spot' button.
When is it?
This online gathering is on Thursday 10th August, 1.00-2.00pm. Can't make it? Then watch the replay, available just after the event finishes.
Just click the 'save my spot' button.
See you there!
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Continue the chat
If you enjoyed that event, then head over Big Tent and say hello. There's a whole bunch of paraplanners hanging out there.
Never miss an event by...
Signing up for the Post or by following us on Twitter for news on any upcoming ones.
For a full list of past events, just click here.
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Got a question? Try these answers on for size
How does this Online thing work?
Save your spot by clicking the button on the top right. It's free, the only thing you have to do is register an account.
On the day of the event just sign back in here. But, we'll also send a reminder email ten minutes before it starts.
On the tech side of things. Viewing the events on browsers such as Chrome or Firefox work best. Headphones are a good idea if you share an office, plus the ability to type so that you can ask questions via the chat feature.
What if I can't make it to the event?
Just sign-in and view a recording of the session whenever it suits you.
Can I ask questions?
Yes! As many as you can throw at our panel. Plus, if you can't make the event, book a spot and add a question beforehand, the panel will then answer it during the event.
Can I suggest a topic or be on the panel?
Absolutely, the more the merrier. Drop us an email.
Are there more Online events?
You bet your bottom dollar there are, and on lots of useful topics for paraplanners. Watch past and/or register for any upcoming events here.
There isn't an upcoming event listed, when will the next one be?
Sorry about that. We're just confirming the topics and putting together an A-Team panel for it. We do aim for every last Wednesday of the month, at lunchtime (1-2pm for most normal folk), so you can join in while eating your sandwich.
Sometimes we'll throw a curve ball and change the date. That's because we want to bring you AMAZING panel members, and they just can't make Wednesdays. It's as simple as that.
Actually, my question was on something else
Ooh, we like new questions. Just pop it in an email and send it on its merry way here.
One last question, what do you do with my details when I sign up?
Crikey, another good question! We’ll use your details to keep you posted on our happenings. From time to time, this will include activities that our supporters are participating in that we think you’ll find interesting. We share information at an aggregate level with our supporters every now and then.
Please see our Privacy Policy here for details of how we will process your personal information.
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Paraplanners' Assembly
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