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:
12:00
Thomas Hogg
Will take you through the latest plans and developments for Timeline's tech.
12:30
Dan Haylett
Will take you through how he and his firm are using Timeline.
12:00
Thomas Hogg
Will take you through the latest plans and developments for Timeline's tech.
12:30
Dan Haylett
Will take you through how he and his firm are using Timeline.
13:00
Abraham Okusanya
Will talk to you about our exciting new updates at Timeline, and a few milestones passed.
Speakers Include:
Dan Haylett
Director, Head of Growth - TFP Financial Planning Ltd
