Powered by Mazars - Retirement & Exit planning seminar

Join us for this free seminar in Poole for independent practitioners, and learn about the key “hot spots” all practitioners should know.

Generate, grow and retain more client opportunities with us

At Mazars, we recognise that independent advisors face numerous client challenges and opportunities across a wide range of specialist areas. With our long experience of working with many independent firms, we also recognise that you may not always be able to provide all of the services your clients need as they grow.

Let us help you retain your growing clients

Our experts support numerous independent firms and their clients as they grow. Working in partnership with you – by shadowing or supporting you and your firm or taking engagement with your client but guaranteeing the return of the client to you – we can support you by providing additional services that you don’t offer, in a way that suits both you and your client.

Learn about the key “hot spots” all practitioners should know

We have developed our advisory circle seminars with the ever busie independent practitioner in mind. At a time when change means it is harder than ever to stay up to date with key client developments, our experts will provide client-relevant updates so that you spot opportunities as they arise.

A winning partnership

You win by retaining clients who value the expert support behind your independent practice. Mazars wins by providing client service to you and your client in a “no poaching” environment designed to build long term support.

Come along to our series of free seminars, to learn more about the issues affecting your clients.

The Mazars approach to help you support your clients

Join us for a Full English Breakfast and listen to Mazars Experts tell you about important changes and explain how they can help you to help your clients.

Topics to be covered:

  • Having freedom in retirement – Andrew Milligan will provide an overview of the options available to individuals and how pensions freedoms affect how people organise their finances through retirement.
  • Exit planning – Heather Williams and Chris Hodge will look at key financial, transaction and tax planning issues to consider when advising your clients on the sale of their business.

Venue

Mazars, 5th Floor, Merck House,
Seldown Lane, Poole, BH15 1TW

Date and times

Tuesday 28 February 2017

7.45am – Registration
8.00am – Breakfast
9.30am – Close

RSVP

Please RSVP to Sandra Waring,

E: sandra.waring@mazars.co.uk
T: 01202 680 777

Please confirm by phone or email if you would like to attend this seminar. These workshops are free of charge and in the past have been very popular. Due to the format numbers are limited so please book early to avoid disappointment.

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