events
events

EVENTS

Come and see us at one of our nationwide events

Accountants' Workshop - Bath

Event date: Wednesday 29 May 2019
Event type: Workshop
Venue: Macdonald Spa Hotel, Sydney Road, Bath, BA2 6NS
Time: 8:00am – 11:00am
Cost: Free

GENERATIONAL PLANNING AND HOW TO ADD SIGNIFICANT VALUE TO YOUR CLIENTS’ FINANCIAL PLANS


We are delighted to invite you to join us for an interesting and educational breakfast event in Bath on Wednesday 29 May covering the following:

  • Helping clients in an uncertain landscape – where do we go from here?
  • Guiding clients through the pension maze (30s/40s/50s)
  • Transitioning from business into retirement (50s/60s)
  • Planning inheritance and succession for the top 4% (70s/80s and beyond)
Join us for breakfast from 08:00am, with presentations starting promptly at 08:30am.

We hope you can join us for a thoughtful and engaging event, but should you have any queries in the meantime please do not hesitate to contact our events team at events@mattioliwoods.com

HOW TO BOOK

If you would like to attend, please book online by clicking here.