Jun
28
12:00pm
Howwow online: Chat with Rory Percival - June 2017
By Paraplanners' Assembly
What's it all about?
Not that he really needs an introduction, but we do like a good fanfare. Announcing this month's Howwow guest, Rory Percival - former Technical Specialist at The FCA, frequent contributor at conferences and Rayban wearing guru at not just one Powwow, but TWO!!
And if you don't believe us, here he is in all his Powwow, sunglasses wearing glory...
📷
Join us for this hour-long online chat with Rory, where we'll be talking suitability and professionalism in financial planning. Plus, he'll share with us his current thinking on topics like:
- DB transfers
- Evidencing suitability
- Risk profiling tools
That's not all. Rory is a main speaker at the Great Pension Transfer Debate, and just about to publish his review of the main risk profiling tools in UK financial planning. It's a great time to be chatting to him.
This is a real chance to gain insights from one of the leading experts and advocates in these areas, and check that your processes are in line with best practice.
If there's something you've been wanting to 'Ask Rory' then this Howwow is for you. Go on, once you've registered, pop your question under the Q&A section - don't wait for the Howwow, 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 Howwow online is on the Wednesday 28 June, 1-2pm. Can't make it? Then watch the replay, available just after the Howwow finishes
Just click the 'save my spot' button.
See you there!
---
Continue the chat
If you enjoyed that Howwow, then head over Big Tent and say hello. There's a whole bunch of paraplanners hanging out there.
Never miss a Howwow by...
Signing up to the Powwow Post or by following us on Twitter for news on any upcoming ones.
For a full list of past events, just click here.
---
Got a question? Try these answers on for size
How does this Howwow 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 Howwow 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 Howwow 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 Howwow?
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 Howwow, book a spot and add a question beforehand, the panel will then answer it during the event.
Can I suggest a Howwow topic or be on the panel?
Absolutely, the more the merrier. Drop us an email.
Are there more Online Howwows?
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 Howwow 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 lunch time (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.
Powwows vs Howwows - what's the difference?
Here's the Powwow lingo. Powwows are informal gatherings designed by paraplanners for paraplanners to exchange views, learn things, fix things and share things.
Got that? But there's more. Where Powwow gatherings are on a number of topics, Howwows are for those times when we want to focus on ONE topic in particular and, in depth.
Sometimes we meet in person, and sometimes we just like a good chinwag online. Enter Howwows Online.
You can find out more about Powwows or see a full list of all events here.
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 to [email protected].
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 Powwow 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.
hosted by
Paraplanners' Assembly
share