Free

Accountants' Workshop - Leamington Spa

Event Information

Share this event

Date and Time

Location

Location

Episode Hotel

64 Upper Holly Walk

Leamington Spa

CV32 4JL

United Kingdom

View Map

Event description

Description


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 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

Share with friends

Date and Time

Location

Episode Hotel

64 Upper Holly Walk

Leamington Spa

CV32 4JL

United Kingdom

View Map

Save This Event

Event Saved