The Canada Life Exploring your Horizons Roadshow October 2024 has now ended.
Thanks to everyone who joined us.
The learning outcomes from the events were to:
- Appreciate the fundamentals of bias and how this may impact our decisions or actions
- Comprehend some of the changes in taxation legislation and how this could impact your clients' holistic financial plans
- Discuss the tax efficient savings and vehicles available when constructing recommendations to clients
- Explain how the underlying investment strategies can help achieve a client's goal given the current market conditions
- Explore the benefits of utilising a Professional Trustee Service when working with clients
For any information about CPD, please contact marketingcomms@canadalife.co.uk
Here are some helpful resources, including the case studies from the Roadshow.