There are still some spaces remaining at Brooks Macdonald’s flagship Intergenerational Wealth forum at Merchant Taylors’ Hall in London on Wednesday 8th May , please book your seat before they run out.
Featuring a panel of wealth transfer and responsible investment experts, alongside very special guest Frank Gardner OBE, the morning will provide insights into intergenerational opportunities, acquiring millennial clients and how to align your firm’s future with their needs.
BBC Security Correspondent Frank Gardner OBE will deliver analysis of the global political and security outlook, along with recounting his personal story of surviving against the odds & what a journalist risks to cover a story.
Agenda highlights:
- Surviving millennial clients: intergenerational wealthwith Christopher P.Braun, Investment Specialist, Capital Group
- Capital tax planning in changing timeswith John Bunker, Head of Knowledge Development, Irwin Mitchell
- Why is non-regulated care advice a minefield?with Jacqueline Berry, Founding Director, My Care Consultant
Book your place
Speakers info
Please note this event qualifies for 3.5 hour of structured CPD.
