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

We have been using Tax Tips and Tools for many years and find it to be an excellent resource to quickly crunch numbers and compare the outcome of different scenarios. It is an excellent and indispensable time saving tool for any professional practice and I would strongly recommend it.

Aamir Kazi, Civvals Limited

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

John Harrison, Harrison & Co

Very good speaker and communicated the points clearly

Richard Molloy, Cunningtons ,  Cunningtons

30 items on my “to do” list to improve my business - thank you.

Della Hudson, Hudson Accountants ,  Hudson Accountants

Very enjoyable and helpful roadshow yesterday as was the Cloud conference in London earlier in the month. Finally feel I am on the right track for the next 3 years!

Paul Jackson, Bowker, Stevens & Co

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