In-Person Wealth Strategy Training in Wantage - 29/07/2025 04:53 EDT
Budget: £36 – £0 GBP
I'm looking for an experienced trainer to conduct a half-day, in-person training session in Wantage for 6-10 franchise business owners.
The session should cover the following topics:
- Wealth/Investment Strategy (in-depth focus on Tax-efficient Investing)
- Risk Management
- Portfolio Fundamentals
- Planning for Business Owners
Please provide a tailored agenda for the day and your rates, including onsite delivery. Ideal candidates should have:
- Strong background in finance and investment
- Proven training and presentation skills
- Experience working with business owners
- Ability to customize content based on audience needs
The session should cover the following topics:
- Wealth/Investment Strategy (in-depth focus on Tax-efficient Investing)
- Risk Management
- Portfolio Fundamentals
- Planning for Business Owners
Please provide a tailored agenda for the day and your rates, including onsite delivery. Ideal candidates should have:
- Strong background in finance and investment
- Proven training and presentation skills
- Experience working with business owners
- Ability to customize content based on audience needs