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

This was the first time I have used 2020 for a webinar and I was very pleased with the webinar as well as the notes and slides.

Julie Collarbone, Finance & Accounting for Business

This was my first CPD webinar. I am very impressed. This is the way forward.

Alan Barlow, Morris Owen

As far as we were concerned, purchasing Form Letters and Tools was a no brainer. This is such a useful resource that we would not be without it now and it means that whichever member of the team uses it, we are always consistent.

Heather O’Reilly, Jupp Castle

A great update as always – I’ve taken away my action points, of which there are always plenty when I listen to you guys speak

Martin Rayner, Wilds Limited

Tools such as ‘Should I Incorporate?’ are worth their weight in gold – simple added value for the client without the hassle of detailed calculations.

David Campbell, Deans Chartered Accountants and Business Advisors

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