The Institute for Monetary Wellbeing (IFW), the non-profit physique which goals to advertise and marketing campaign for higher adviser and shopper wellbeing, is holding its 2024 annual convention later this month with the theme of ‘Monetary Wellbeing 2030.’
The occasion will happen on place on 21 Could at an even bigger venue than beforehand, the Windmill Village Lodge in Coventry.
The occasion begins with an non-obligatory social get-together the evening earlier than, a gathering which has proved fashionable on the final two in individual occasions.
The organisers say the Convention, as soon as once more utilizing the banner: Put money into Wellbeing, will share the ‘how one can’ of monetary wellbeing.
The goal is to equip professionals who works within the monetary world with “instruments and assets” to assist their shoppers obtain a “extra fulfilling relationship” with cash.
Audio system will embrace skilled teachers, researchers, managers with success in implementing monetary wellbeing practices into their enterprise and people who will share experiences of monetary and emotional trauma.
Keynote talks are interspersed with breakout discussions with the emphasis on “full of life debates and nice concepts.”
Subjects this 12 months embrace:
• ‘Looking forward to 2030 – what does monetary wellbeing imply to your shoppers?’ with Victoria Hicks of the Exit Partnership
• ‘Utilizing know-how to raise ranges of monetary wellbeing’ with Dr Louis Williams of Dynamic Planner
• ‘Why can we even discuss monetary wellbeing?’ with Dr Thomas Mathar, Aegon UK Ltd
• ‘Reaching range within the monetary sector’ with Victoria Dale of Inclusion 365
Hiren Panchal, vice chair of the IFW, says “We’re excited to be rehoming our convention to a extra central UK location this 12 months and sit up for one other packed occasion. As a member-led organisation it offers us one other alternative to satisfy once more head to head and construct on relationships which have deepened over the past 12 months, in addition to take away some unbelievable insights from our audio system.”
Skilled Monetary Planner and enterprise proprietor Ruth Sturkey is returning to compere the occasion. She stated: “It’s larger, brighter and extra related than ever earlier than.”
Sponsors for the occasion embrace Aegon UK, Benchmark Capital, Parmenion, Equilibrium & Timeline.
The IFW Convention is open to non-members and members. CPD-accreditation can also be obtainable.
To view the agenda and discover out extra about attending go to https://instituteforfinancialwellbeing.com/ifw-annual-conference-2024-invest-in-wellbeing/
