Financial Planning Roundtable

Join us for an engaging evening of insights, connections, and open discussion at our Financial Planning Roundtable.

We will commence the meeting with brief presentation on macro industry trends followed by open discussion between attendees on tax and financial planning,

While we will consider the impact of changes for both businesses and individuals that cross the transatlantic divide, the discussion will not exclusively focus on the UK/US nexus.

This is open to all members and non-members in related industries including tax accounting and finance.

Spaces are limited - reserve your slot now.

📅 October, 27th , 2026 | 🕠 5:30–7:30 PM

Moderator:

James Normington MBE, CRPC, AAMS, Financial Advisor, Edward Jones and BABCNE Board member.

The BABCNE is grateful for the support of Edward Jones and Womble Bond Dickinson (US) LLP