Thursday Strategy Webinars

29 July 2021 - How it all comes together with LY Partners

We all know that ChangeGPS provides us with a front end for compliance advisory and practice management. LY Docs then feeds into the meeting the delivery of the advisory through the provision of strategy and the documentation. And further layering into this is additional legal support from AM and registration and protection services from EO.

Michael Jeffries, together with a special guest, will not only run through this from a practical perspective BUT will also discuss how to account for strategies such as the protector from start to finish.