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

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

John Harrison, Harrison & Co

A very good refresher of all the right things that you should do.

David Edwards-Brown , DEB ,  DEB

We have been using Forms, Letters & Tools for a number of years. It contains almost everything we need to run our practice and has been a real labour saver for us. We have recouped the cost of this product many times over and it represents excellent value for money. We definitely recommend it!

Ian Main, Stark Main & Co

Good refresher and well explained on new legislation.

Thomas Howarth, Ma2 ,  Ma2

Conference speakers provided good, relevant practical advice and tips, supported by actual experiences, to help towards moving to a cloud based practice. The exhibitors were all knowledgeable and very helpful and it’s reassuring to learn about products to help with practice development.

Ravi Kesari, Wren Accountancy Services Ltd ,  Wren Accountancy Services Ltd

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