We’re currently putting together our 2017 schedule for seminars, webinars and workshops, and it promises to be a very busy year. We’ll be updating this page in due course, so please come back soon.
From webinars to workshops, breakfast seminars and fund manager briefings, we’ve always got something on the agenda to grab your interest. Attending an event will usually earn you a continuous professional development certificate. And if it’s a morning event, you can also look forward to one of our legendary breakfasts.
If you haven’t attended one of our workshops before, they’re designed to appeal to both the seasoned tax planner and advisers who are taking on their first clients. We’ll walk you through different types of investments and the types of clients they might be suitable for.
Here’s what else you can expect from our latest round of workshops:
Food for thought – we’ll consider different client needs in context
Real food too – to keep you refreshed and engaged
Interactive roundtable – a chance to quiz us and share your client stories
Innovative app – our bespoke digital tool to give you helpful new perspectives
Fund managers on film – we’ll explain fund strategies and discuss examples of underlying investments
Planning ideas – how our products work in specific client scenarios and the risks you should keep in mind