Kuber Ventures CPD Financial Planning Roundtable – 23 March

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Date19 Feb 2016
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Categories

Kuber Ventures CPD Financial Planning Roundtable – 23 March 2016 9:00am – 12:00am

A roundtable review of the Budget and other contemporaneous issues and their impact on Financial Planning for High Net Worth investors.

This CPD qualifying roundtable is specifically designed for Advisors who are specifically involved with providing investment advice to high net worth individuals. Spaces are limited

Kuber Ventures would like to invite you to participate in its Financial Planning Roundtable, chaired by Graeme Price, Executive Director, UBS Wealth Management. This CPD qualifying session will examine a number of key issues of the day including and not limited to:

  • The Budget
  • Brexit
  • Pensions
  • Due diligence

Agenda

09.00 Coffee & Registration

09:30 Introduction, Russell Fryer, Kuber Ventures / Graeme Price UBS Wealth Management

09:40 Budget summary – Roundtable discussion, Chairman Graeme Price

10:30 Key topic spotlight – Pensions

11:00 Key topic spotlight – BPR

11:30 Roundtable summary – Chairman Graeme Price

11:35 Closing remarks – Russell Fryer

11:40 Networking

12:00 Close

(please note timings are approximate and could be subject to change along with content)

RSVP spaces are limited so register here to secure your place.

Location 25 Sackville Street, London, W1S 3AX

For Further Information contact: simon.harvey@kuberventures.com