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 a much bigger venue than beforehand, the Windmill Village Resort in Coventry.
The occasion begins with an non-obligatory social get-together the evening earlier than, a gathering which has proved standard on the final two in particular person occasions.
The organisers say the Convention, as soon as once more utilizing the banner: Put money into Wellbeing, will share the ‘find out how to’ of economic wellbeing.
The intention 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 embody knowledgeable lecturers, researchers, managers with success in implementing monetary wellbeing practices into their enterprise and those that will share experiences of economic and emotional trauma.
Keynote talks are interspersed with breakout discussions with the emphasis on “energetic debates and nice concepts.”
Matters this yr embody:
• ‘Waiting for 2030 – what does monetary wellbeing imply in your shoppers?’ with Victoria Hicks of the Exit Partnership
• ‘Utilizing know-how to raise ranges of economic wellbeing’ with Dr Louis Williams of Dynamic Planner
• ‘Why can we even speak about monetary wellbeing?’ with Dr Thomas Mathar, Aegon UK Ltd
• ‘Attaining 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 yr and sit up for one other packed occasion. As a member-led organisation it offers us one other alternative to satisfy once more nose to nose and construct on relationships which have deepened during the last 12 months, in addition to take away some unimaginable insights from our audio system.”
Skilled Monetary Planner and enterprise proprietor Ruth Sturkey is returning to compere the occasion. She mentioned: “It’s larger, brighter and extra related than ever earlier than.”
Sponsors for the occasion embody Aegon UK, Benchmark Capital, Parmenion, Equilibrium & Timeline.
The IFW Convention is open to non-members and members. CPD-accreditation can be accessible.
To view the agenda and discover out extra about attending go to https://instituteforfinancialwellbeing.com/ifw-annual-conference-2024-invest-in-wellbeing/
