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Investment and Retirement Planning
Using the older version of the system, we show you how:
• Add in your client’s existing investments and pensions.
• To analyse your client’s current holdings.
• Carry out a recommendation on your client’s existing investments.
• Analyse the forecast chart and set financial objectives.

This session will last approx 1hr.

Any registrations after 8.45am on the day of the session will not be actioned.
Please choose only one meeting to attend.
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