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NextGen Planners Southwest Roundtable 19th October

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King Street Brew House

13 Welshback

Bristol

BS1 4RR

United Kingdom

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Our Q4 2017 South West NextGen Planners Roundtable. Another chance for those within the Financial Planning community to meet and share ideas.

This time fellow NextGen Planners Gretchen Betts, Managing Director at Magenta Financial Planning and Rich Ellis, Founding Partner of Ellis Davies Financial Planning, will provide us with an insight in to what it's like and what it takes to set up a new practice.


Agenda

6pm – Arrival drinks and networking
6.20pm – Welcome/Introduction
6.30pm – Gretchen & Rich talks and Q&As
7.20pm – Open Discussion – Challenges and opportunities
7.45pm – Closing remarks
7.50pm - Drinks

Any questions email tommorris@ovationfinance.co.uk





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Date and Time

Location

King Street Brew House

13 Welshback

Bristol

BS1 4RR

United Kingdom

View Map

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