A couple of dates for your diary, and opportunities to learn (and pick up some CPD) courtesy of Transact, Solidus, threesixty, and Prestwood.
Protecting Client Wealth – 20th June 2018
Date: Wednesday, 20th June 2018
Venue: Thorpe Park Hotel & Spa, 1150 Century Way, Leeds LS15 8ZB
Hosted by Transact/Solidus/Prestwood, this is a great opportunity to learn more about managing your client’s wealth and protecting descendants. Our very own Julie Lord is presenting a joint CPD session at this free event.
This event will start at 13:30pm and finish approximately at 16:00pm. Please contact Sandra@prestwood-group.co.uk if you would like to attend.
How can technology improve the client experience and benefit your business? – 21st June 2018
Date: Thursday, 21st June 2018
Venue: The Mere golf & country club, Knutsford, WA16 6LJ
threesixty will be hosting a technology themed morning at The Mere Golf & Country Spa. This event is free for all Prestwood customers.
In the morning we will look at client portals, back office software, client planning, and data security tools. We’ll discuss how the use of this technology can improve the client experience and deliver benefits to your business.
This event will qualify for a potential 4 hours CPD, speakers include MoneyInfo, Time4Advice, and Brookland Computer Services.
This event will start at 9:00am and finish approximately at 14:00pm. Please contact Sandra@prestwood-group.co.uk if you would like to attend.
