San Francisco, California
London, United Kingdom
Due to popular demand we have created the first Divorce Voyant Financial Planning Masterclass session. Very exciting.
A maximum of 16 spaces.
It will be hosted by Andy Hart - thevoyantist.com &
Also Tom Farrell who is a mediator and specialist financial planner who uses Voyant extensively within his financial planning practice.
Please see Tom's site here: http://tomfarrell.co.uk/
The day will be packed with ideas and strategies for advisers who currently work within this specialist area, or if you are thinking of focusing more in this area.
A lunch will be provided. Arrive at 13:00.
The agenda is:
13:00 - 13:30 - Lunch & Introductions.
13:30 - 14:00 - Divorce & Financial Planning – Key markets and influencers.
14:00 – 14:30 - Duxbury / At-a-glance. The variables to understand when modelling
14:30 – 15:00 - 5 key Voyant skills to know and understand with divorce clients.
15:00 – 15:30 - Coffee/Tea Break
15:30 – 15:55 - Emergency cashflow planning and divorce.
15:55 – 16:20 - Modelling settlement scenarios. Contested and collaborative/roundtable/Mediation.
16:20 – 16:50 - Logistics, fact finding. Pre-settlement – post settlement. Pension sharing. Voyant reports for divorce professionals.
16:50 – 17:00 – Close – FAQ – Resources (Linkedin groups etc)
If you have any further questions please email firstname.lastname@example.org
I will provide a certificate of attendance, it will then be up to you to submit this via your CPD.