Get Started With Timeline Planning

Virtual sessions to help introduce and demonstrate some of the key features to you.

Thursday 27th June 2024 at 3PM
Book your place

Covering 👇

We always want to support you in getting the best results for your clients with Timeline’s Planning software. These relaxed online sessions are open to everyone, they’re particularly aimed at new registrants and advisers who haven’t yet created their first three plans.

GS1

Designed for newcomers

GS2

In-depth walkthroughs

GS3

Constant on-hand
support

We're running the sessions on the following dates:

Thursday 27th June 2024

3:00 – 4:00pm
Book For June

A little more info 📢

  • Will the Session Be Recorded

    Will the Session Be Recorded

    All of our online sessions here at Timeline are recorded. This way we can distribute what we've covered to you, the attendee, creating sustainable learning and supporting assets. 

  • How Will The Session Look?

    How Will The Session Look?

    Our 'Get Started' session will be more intimate, in the form of a Zoom Meeting rather than a Zoom Webinar. Meaning we can deliver a better personal experience.

Will the Session Be Recorded

All of our online sessions here at Timeline are recorded. This way we can distribute what we've covered to you, the attendee, creating sustainable learning and supporting assets. 

How Will The Session Look?

Our 'Get Started' session will be more intimate, in the form of a Zoom Meeting rather than a Zoom Webinar. Meaning we can deliver a better personal experience.

Ready to register?

©2023 Timeline Holdings Ltd. All rights reserved.  Timeline Planning is a product of Timelineapp Tech Limited. Registered in England. RC: 11405676.

 

Timeline Portfolios Ltd (formerly Betafolio) is authorised and regulated by the Financial Conduct Authority. FCA No. 840807. Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.

Timeline, 50 Liverpool Street, London, London EC2M 7PY, United Kingdom, 020 3427 5467.