MASTERCLASS SESSION

Timeline Masterclass featuring

Daniel Williams & James Evans Morgan Williams & Co 

Tuesday 31st January, 12:30pm - 13:45pm

View Our January Recap

Take a look at our previous session:

 

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:

12:30

Thomas Hogg

Will take you through the latest plans and developments for Timeline's tech. 

12:45

Daniel Williams & James Evans

Daniel Williams & James Evans from Morgan Williams & Co. will be discussing how they use the Timeline suite to benefit their clients.

13:15

Abraham Okusanya

Will talk to you about our exciting new updates at Timeline, and a few milestones passed.

Our Previous Speakers

Daniel Williams

Daniel williams

Financial Adviser

Morgan Williams & Co

James

James Evans

Chartered Financial Planner & Practice Manager

Morgan Williams & Co

Abraham2

Abraham Okusanya

CEO

Timeline

Thomas

Thomas Hogg

Product Lead

Timeline