| About | Followers 1 | Exhibitors | Speakers 5 | Reviews | Deals |
Timings08:45 AM - 02:25 PM
General Hours | Entry FeesCheck Official Website |
Estimated Turnout100 - 500 Delegates Based on previous editions | Event TypeConference |
EditionsJun 2023Frequency Not Available | Official LinksWebsiteContactsReport Error Claim this event |
| Different Located Editions Taunton, UK21 Jun 2023 | |
Organizer Queries about the event?
Ask Organizer
| |
Listed In | |
EditionJun 2023
How did you participate in this event?
Followers [ Users who have shown interest for this Event ] Join Community Invite
Add Profile
Invite users with similar interest
Amirah
Muslim Jewelry
Houston, United States
Harry Baines
Recruitment Consultant
Houston, United States
Tom Gene Wenger
Creative Director
Houston, United States
Walker Fries
Recruitment Consutant
Houston, United States
Sylvester Charles
Recruitment Constant
Houston, United States
Rebekah Edmunds
Teacher
Houston, United States
Lori
Owner
Houston, United States
Johnny Nguyen
Senior Manager
Houston, United StatesView More
Write a Review
Add Your ReviewSpeakers
Speaker
Adrian Lowcock
Evelyn PartnersSpeaker
Sanjay Gadhia
Standard Life Home FinanceSpeaker
Nick Edwards
Trustee Support ServicesSpeaker
Martin McDermott
Octopus InvestmentsSpeaker
Brian Hill MSc DipFA DBAII CEPA
The Exit PartnershipSchedule & Agenda
| Wed, 21 Jun 08:45 AM - 09:30 AM | Registration | |
| Wed, 21 Jun 09:30 AM - 09:35 AM | Chair Introduction | |
| Wed, 21 Jun 09:35 AM - 09:50 AM | Word Cloud Activity | |
| Wed, 21 Jun 09:50 AM - 10:25 AM | Is your CIP fit for duty? Are you still comfortable with your existing CIP, or is Consumer Duty forcing you to reconsider? Evelyn Partners would like to share their tho...continue reading | |
| Wed, 21 Jun 10:25 AM - 11:00 AM | Property wealth in later life planning Overview of Later Life Lending market, examining why clients chose to release equity from their homes. We’ll delve into our mass affluent rese...continue reading | |
| Wed, 21 Jun 11:00 AM - 11:05 AM | Professional Qualifications Officer | |
| Wed, 21 Jun 11:05 AM - 11:25 AM | Conversations Over Coffee Refuel and build up your professional network | |
| Wed, 21 Jun 11:25 AM - 11:30 AM | Chartered Champion | |
| Wed, 21 Jun 11:30 AM - 12:05 PM | Topical tax planning for blended families It is more and more common to have clients who have remarried and have children from a former marriage/relationship. How should such clients a...continue reading | |
| Wed, 21 Jun 12:05 PM - 12:40 PM | Is your planning toolkit #readyforRishi #readyforSirKier #readyforSirEd The Chancellors’ Autumn Statement has brought about tax changes for us all, especially your high net worth clients. With changes to Capital Ga...continue reading | |
| Wed, 21 Jun 12:40 PM - 12:45 PM | Education Outreach Ambassador | |
| Wed, 21 Jun 12:45 PM - 01:25 PM | Lunch and Learn Grab yourself some lunch whilst speaking with our subject matter experts | |
| Wed, 21 Jun 01:25 PM - 01:40 PM | Word Cloud Activity | |
| Wed, 21 Jun 01:40 PM - 01:45 PM | Membership Officer | |
| Wed, 21 Jun 01:45 PM - 02:20 PM | The Factors That Can Make or Break Your Valuation Valuation is a critical aspect of any business exit and the one that owners are often most interested in. Understanding the factors that will ...continue reading | |
| Wed, 21 Jun 02:20 PM - 02:25 PM | Chairs Close | |
More Events in Houston
 Nov 012023 | Women's Global Leadership Conference in Energy Houston, USA |
| Nov 042023 | Houston Summit of Strength Houston, USA |
| Nov 092023 | Conference for the Advancement of Science Teaching Houston, USA |
| Nov 162023 | Rice Global Engineering & Construction Forum Houston, USA |
| Feb 262024 | Warehouse Conclave Houston, USA |
1
Follower
Oct 152023
Oct 122023
