MASTERCLASS SESSION
Tuesday 31st January, 12:30pm - 13:45pm
This webinar will focus on the intersection of financial planning, tech and investing, so we’ll take a closer look at how we’re powering integrated financial planning and investment management with great tech!
During this session, we'll dive into:
Will take you through the latest plans and developments for Timeline's tech.
Daniel Williams & James Evans from Morgan Williams & Co. will be discussing how they use the Timeline suite to benefit their clients.
Will talk to you about our exciting new updates at Timeline, and a few milestones passed.
Daniel williams
Financial Adviser
Morgan Williams & Co
James Evans
Chartered Financial Planner & Practice Manager
Morgan Williams & Co
Abraham Okusanya
CEO
Timeline
Thomas Hogg
Product Lead
Timeline