The annual BACK2Y lifestyle financial planning conference is a conference from Paul Armson and Inspiring Advisers designed to help financial planners come alive by helping you get back to “Why”.
Planning refers to the allocation of savings or revenue for retirement. The goal of planning is to achieve financial independence. Planners can help clients develop retirement plans, where compensation is either fee-based or commissioned contingent on product sale.
The BACK2Y conference has no sponsors. The conference has no product providers. And the conference has no focus on investments. The aim of the BACK2Y conference is to teach pure lifestyle financial planning to professional advisers.
Financial services are the economic services provided by the finance industry, which encompasses a broad range of businesses that manage money, including credit unions, banks, credit-card companies, insurance companies, accountancy companies, consumer-finance companies, stock brokerages, investment funds, individual managers, and some government-sponsored enterprises.
Below is the BACK2Y 2018 Official Promo Video
It’s about financial planners getting back on purpose. It’s about getting financial planners back to “Why” they joined the financial services industry.
“In a world of hidden fees, financial planners need to communicate and deliver financial planning convincingly – with absolute belief and integrity in their service offering – and in a compelling manner.” Paul Armson, Founder of BACK2Y commented.
A conference, in the sense of a meeting, is a gathering of individuals who meet at an arranged place and time in order to discuss or engage in some common interest. The most common conventions are based upon industry, profession, and fandom.