Powwow Down South – estate planning and espresso martinis

On the 20th May, 2019, Paraplanners gathered in London at the Powwow Down South.

Hosted by Dan Atkinson, Elsa Ordonez Garcia, Martin Green and Rebecca Lucas, participants got together to learn, fix and share.

Learn

Nick Bird from Octopus Investments led a session on estate planning. We’ve included their slide deck here but would really recommend you see them present it.

Share

Participants shared their top tips, and topics spanned paraplanner career development, cash flow planning and building relationships with advisers.

 

Following the event, host Dan Atkinson, shared a video explaining what you get from volunteering in the Powwow community.

 

If you are interested in volunteering, drop the Powwow a line.

Fix

Finally, the Powwow participants set the world to rights over an espresso martini or two.

Thanks to everyone who came along.