Accountants' Workshop - Southampton

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Location

Macdonald Botley Park Hotel & Spa

Winchester Road

Boorley Green

SO32 2UA

United Kingdom

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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

Date and Time

Location

Macdonald Botley Park Hotel & Spa

Winchester Road

Boorley Green

SO32 2UA

United Kingdom

View Map

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