Forthcoming event
Family Investment Companies (FIC) and Donor-Advised Funds (DAF) Workshop
Wednesday 16 September, 9:00 am - 11:00 am (UK time)
Royal Victoria, Crowne Plaza, Sheffield
Steve Scott, Investment Manager, LGT WealthAndrea Jones, Head of Private Client Advisory, Irwin Mitchell
CPD
Fully booked
Agenda
In-person event: Family Investment Companies (FIC) and Donor-Advised Funds (DAF) Workshop
Presentations provided by the following speakers:
Seminar agenda
09:00am - Registration, refreshments
09:30am - First speaker (Andrea Jones)
10.15am - Tea and coffee break
10.30am - Second speakers (Steve Scott)
11.15am - Event close
Venue
Victoria Station Road
Sheffield
S4 7YE
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 1 3/4 hours CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/learning/cpd/.
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Haley White, Trainer, Facilitator and Public Speaker
CPD
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Thu 17 Sep, 1:00 pm - 2:00 pm
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Tom Flateau, Director
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