Dynamic Planner: Spring 2022 Roadshow

We have loved staying connected with you virtually these last two years. But, as your clients tell you, sometimes there is simply no substitute for meeting face-to-face. Conversation and the valuable relationships which spark from it. Lively debate. Collaboration. A sense of community and genuine belonging to a profession we are all proud to be part of. After two years, we can’t wait to see you again at our first face-to-face events since Covid, our Spring 2022 Roadshows. Whether your firm has long adopted Dynamic Planner, or is simply considering it, you will be equally welcome.

We have sorely missed not being able to get together, but across five dates and wonderful settings this May and June, we are keen to make up for perhaps not lost time, but a different time we have all experienced. At our Roadshows, network and instantly connect with professionals from advice firms local to you. How have they adapted during Covid? Where have they won? Where have they struggled? In May and June, we can learn from each other against the backdrop of a brilliant, CPD-qualifying agenda we have loved lining up.

Needless to now say, it will all be going on at our Spring 2022 Roadshows this May and June. Come and get involved, and say hello. We would love for you to join us. And we haven’t even said two words: free, lunch. Scroll down to register places for you and your colleagues at one of our five upcoming dates.

Join the best debate in town this May and June:

  • Inflation and its rising risk.
  • PROD: how does your firm meet its demands?
  • Building on the electric Chief Investment Officer Panels at our Annual Conferences, there will be a special Investment Panel this spring tasked with unpicking a complex, global picture in markets in 2022. How can we expect the landscape to shift in the next 12 months?
  • And technology and financial planning systems: what are your pain points? And how can Dynamic Planner help eliminate them from your processes? We will show you.

Find out more here.


Jun 08 2022


All Day


Macdonald Houstoun House
Book Now