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Topic
Cash Flow Planning
Description
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.
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Hi there, You are invited to a Zoom meeting. When: Apr 18, 2023 10:00 AM London Register in advance for this meeting: https://us06web.zoom.us/meeting/register/tJMvdOitqj4vHdz7XIBpQUqQP0-x1Cls9YIh After registering, you will receive a confirmation email containing information about joining the meeting.
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