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: 8-11am
Cost: Free

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


If you are an accountant in Bath or the surrounding areas, we would be delighted if you could join us for an interesting and educational breakfast event in Bath on Wednesday 29 May, where we shall discuss how we can, together:

  • help clients in an uncertain landscape – where do we go from here?
  • guide clients through the pension maze (30s/40s/50s)
  • transition from business into retirement (50s/60s)
  • plan inheritance and succession for the top 4% (70s/80s and beyond)
Join us for breakfast from 8am, with presentations starting promptly at 8:30am.

We hope you can join us for a thoughtful and engaging event. 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.