Financial Health Check

February 03, 2021
Virtual
Masterclass Webinars
Join us for the next BWAM virtual workshop session on wealth management: a pre-tax year-end health check. The end of the tax year is 5 April 2021, so now is the time to consider what steps you may want to take to reduce your tax bill and make your money work harder for you in the long run. Mimi Gom will be leading an interactive presentation, to help BWAM members implement steps for financial health. The presentation will be followed with Q&A session.
Speakers
Mimi Gom
Mimi Gom, Associate Partner