Accountants' workshop | The Jockey Club Rooms, Newmarket | 16 May 2019


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

Dates Thursday, May 16, 2019 - Download as vCalendar
Event Times: 08:00 to 11:00
Venue The Jockey Club Rooms, 101 High Street, Newmarket, CB8 8JL
Contact Name Events
Email events@mattioliwoods.com
Website Event website

Event details:

GENERATIONAL PLANNING AND HOW TO ADD SIGNIFICANT VALUE TO YOUR CLIENTS’ FINANCIAL PLANS
If you are an accountant in Newmarket or the surrounding areas, we would be delighted if you could  join us for an interesting and educational breakfast event in Newmarket on Thursday 16 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 contact our events team at events@mattioliwoods.com.

Mattioli Woods plc provides integrated wealth management services, embracing pension consultancy and personal investment.