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

If you are an accountant in Manchester or the surrounding areas, we would be delighted if you could join us for an interesting and educational breakfast event in Manchester on Thursday 2 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 8 am, with presentations starting promptly at 8:30am.
Event date: Thursday 2 May 2019
Event type: Workshop
Venue: Worsley Park Marriott Hotel & Country Club, Worsley, M28 2QT
Time: 8am–11 am
Cost: Free
We hope you can join us for a thoughtful and engaging event. Should you have any queries in the meantime, please contact James.freshney@mattioliwoods.com

HOW TO BOOK

 

If you would like to attend or have any queries in the meantime, please contact James.freshney@mattioliwoods.com