Upcoming Webinars & Events
22 April 2025
The Power of Passive: Why Index Funds Belong in Every Portfolio
Laurentius van den Worm, Head of Investment Strategy at Timeline
29 April 2025
Vanguard’s Adviser Research Centre – what we learned in our first year!
Sebastian Lewis CFA, Vanguard interviewed by Abraham Okusanya, Timeline.
08 May 2025
Boosting Advice Business Valuations
Session bt Julie Greenwood, Octopus Money and Martyn Laverick, Catalyst Partners.
27 May 2025
Factor Academy: Targeting Compensated Sources of Risk
Session by Jordan DekhayserCFA, Head of Equity Client Portfolio Management, Northern Trust Asset Management
03 June 2025
The Power of Referral
Session by Andy McBride, Founder & Managing Director, Achieve
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17 July 2025
Creating Competitive Advantage: How Emotional Intelligence Differentiates You in an AI-Driven World
Session by Catherine Morgan, Author & Founder, The Money Panel
UPCOMING EVENTS
Consumer Duty & Timeline
This webinar provides a compliance overview of your responsibilities under The Consumer Duty and how we support!
Join us on 19th April at 12:00 pm
Q1 Investment Update 2023
This webinar provides a review of the first quarter in 2023, delivered by Timeline's Investment team.
Join us on 11th April at 11:00 am
Timeline Tours - Monthly
1-hour virtual tour of our Planning and Portfolios services led by one of our experts. Informal demo with Q&A.
Masterclass 2023
Get Started With Timeline Planning
Online sessions aimed at new registrants and advisers who haven’t yet created their first three plans.
Relive the 2024 event!
Here are a few pics from Adviser 3.0 2024 that capture the energy, joy and connections made.
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Retirement, investing and fintech
Retirementals
Not your average financial podcast, Retirementals is hosted by Abraham Okusanya. Tune in for his signature raw honesty, critical analysis and no-holds-barred insight at the intersection of retirement, investing and fintech.
Investment Commentary
The Investing Show
The Investing Show, powered by Timeline, is a brand new show presented by Robin Powell and Abraham Okusanya, designed to help people make sensible investment decisions. We look at the latest developments in the investment industry and show investors how to access good financial advice.
