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Topic
Investment and Retirement Planning
Description
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.
Time
Please choose only one meeting to attend.
Time shows in
London
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Hi there, You are invited to a Zoom meeting. When: Oct 24, 2022 10:00 AM London Register in advance for this meeting: https://us06web.zoom.us/meeting/register/tJMlceCtqzMpG905l1PKo0xjGzr4Pi-pgsqZ After registering, you will receive a confirmation email containing information about joining the meeting.
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