April Leeson, George Wood and Luke Norman - Financial Planning Executives
About this talk
Date: Tuesday 26th May 2020
Time: 10am
The Private Office (TPO), an award winning firm of chartered Independent financial planners, bring this webinar to give you, as a business owner, shareholder or non-executive director, a comprehensive overview of the key areas you should be considering when fulfilling your financial duties.
The free webinar will explore how you can financially protect your business’ most valuable assets, your staff and shareholders, how you can best utilise business assets, and how you can outline long-term strategy appropriately.
With you, TPO’s own Financial Planning Executives, April Leeson, George Wood and Luke Norman will explore a wide range of scenarios including pension planning, purchasing commercial property and selling the business, the presentation will expand your knowledge of the fiduciary responsibilities within your role, and explain how your contributions can help maintain the financial fitness of your company.
Agenda:
i.Business risk: protecting your most valuable assets, your people.
ii.Pension planning with your business
iii. Selling a business: the wonders of cash flow forecasting
Who will benefit from this presentation?
Business owners and shareholders alike.