Using the new system, we show you how to:
• Add and review client arrangements.
• Capture details of income and expenditure.
• Link details to life phases to see the impact to cash flow.
• Capture disinvestment order.
• Review how long the portfolio would be projected to last.
• Document next steps.
• Produce a client facing Cash Flow report tailored for your firm and Client.
• Input Defined Benefit plans
• Factor in Schools & University fees
This session will last approx 1.5hrs.
Any registrations after 8.45am on the day of the session will not be actioned.