Wealth Management Webinars

Providing Wealth Management services to clients, accountants and tax professionals. Total support for your practice.

Financial Planning Support

1 hour session

Slides, Notes & Recordings Available

Topic When Time Speaker
Making Wealth Management Work For You 23 April  2018  11:00am – 12:00pm Darrell Stone
Options for company profit extraction – wealth management and accountancy services dovetailing 19 June 2018 11:00am – 12:00pm Mark Devlin
Advisory Services: Making Wealth Management Work For You 26 November 2018 11:00am – 12:00pm Darrell Stone

Incredibly user friendly, de-mystifying areas such as MOSS that scared me

Vanessa Carroll, Agutter Associates Chartered Accountants ,  Agutter Associates Chartered Accountnats

A great insight to the future of the profession, which will help us as a firm keep ahead of the competition. The accounting world is going to change dramatically over the coming years!

Michael Watts, Haslers

An ideal workshop to introduce our practice marketing colleague to the 2020 marketing tools and encourage them to drive the marketing function forward.

Robert Ellis, Ellis & Co

Another great conference organised by 2020. It was full of directly relevant content, excellently presented and attention grabbing.

John Harrison, Harrison & Co

I always leave a 2020 event with plenty of ideas that are easy to implement that will make a difference to my practice.

David Wagstaff, Burton Accountancy Services Ltd. ,  Burton Accountancy Services Ltd.

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