Accountants' Workshop - BathEvent date: Wednesday 29 May 2019Event type: WorkshopVenue: Macdonald Spa Hotel, Sydney Road, Bath, BA2 6NSTime: 8:00am – 11:00amCost: 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 firstname.lastname@example.org
HOW TO BOOK
If you would like to attend, please book online by clicking here.