Speaker Schedule

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2018 AGM

AGM Agenda

Chairman’s report

Financial statement

Secretary’s report

Membership and communication report

Election of Chairman/ Officers

Any Other Business

Full details about Financial Liverpool, the committee members and their roles can be found on the website www.financialliverpool.org.uk. To ensure the longevity of Financial Liverpool, we are looking for at least two new members to join the committee. Also, our Chairman, Keith Marshall will be stepping down. We therefore need to vote in a new Chairman for 2018.

If you’re interested in getting involved to promote professionalism at a local level, please contact the Secretary, Julie Calvert, by email julie.calvert@pavis.co.uk by Monday 22nd January 2018, giving details of your reasons for wanting to join the committee. In the case of a member wishing to join the committee for the current year, this will be put to a member vote at the AGM.

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Christmas Lunch 2016

The Financial Liverpool Christmas Lunch takes place on Thursday 15 December at Hard Days Night Hotel in Liverpool city centre.

As well as providing CPD, this is a social event with an element of fun. A delicious 3 course meal and a glass of wine is included, as well as plenty of fun and games.

The speaker is Steve Webb who was pension minister in the Coalition Government and now works at Royal London.

More details including how to book can be found here.

Limited places remaining!

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2016 Annual General Meeting

AGM

The AGM will be held before the January CPD talk.  The AGM will start at 12.15pm at Tilney BestInvest.

Venue: Tilney Bestinvest offices, Liver Building, Pier Head, Liverpool L3 1NY

Agenda:

Chairman’s report

Financial statement

Secretary’s report

Membership and communication report

Election of Chairman/ Officers

Any Other Business

Full details about Financial Liverpool, the committee members and their roles can be found on the website www.financialliverpool.org.uk

If any member wishes to stand for one of the committee roles, they should advise the Secretary, Julie Calvert by email julie.calvert@pavis.co.uk by 25th January 2016, giving details of the position applied for and reasons for wanting to join the committee. In the case of a member wishing to join the committee, this will be put to a members vote at the AGM. All the current committee members have indicated that they are happy to continue in their roles for 2016. A full list of the 2016 meetings will be distributed at the AGM.

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