Upcoming Webinars & Events
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Tuesday 30th April
LTA Abolition: What You Need To Know And How To Protect Your Clients
Join us for this free webinar with Jamie Clark, Retirement Specialist at Quilter.
Tuesday 7th May
Proposition Compliance: Why Centralised Research Is A Waste Of Your Time
Join us for this free webinar with Sian Davies Cole, Co Owner - Co Director of Plan Works.
Thursday 16th May
The unmissable event for financial planners
A full day, 9am-10pm, jam-packed with insightful speeches, panel discussions, tech talks, plenty of networking and bags of fun.
Tuesday 4th June
Using 'Who Not How' To Transform Your Business
Join us for this free webinar with David Braithwaite, Entrepreneur and Coach from Strategic Coach.
Thursday 6th June
The Case for Custom Indexing
Join us for this free webinar with Tom Ham, CEO of Calton.
Thursday 11th July
Strategic Coach: Why 10x Is Easier Than 2x
Join us for this free webinar with David Braithwaite, Entrepreneur and Coach from Strategic Coach.
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.
Our Partners
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.
