San Francisco, California
London, United Kingdom
Bullet proof your planning business.
Become a BBV (Black Belt Voyantist).
(Maximum of 3 tickets per firm)
It is with great pleasure that we will be hosting the first Voyantist’s Annual Summit. This financial planning extravaganza will be packed full of Voyant related content. A super user group.
are all very experienced Brown/Black belt Voyantist's, they are:
Andrew Hart – TheVoyantist.com & VoyantMastery.com @thevoyantist
Andrew Moore – goodmansfp.co.uk @GoodmansFP
Cathi Harrison – para-sols.co.uk @TeamPara_Sols
Alan Moran – interfacefinancialplanning.co.uk @Alan_Moran
Nick Lincoln - v2vfp.co.uk @V2VFP
PLUS a very special VIP Guest.
The session will include technical demonstrations of Voyant. How advisers can best use the system and also how to interact clients with the system.
There will also be an extended networking session with fellow Voyant users.
The agenda has not yet been finalised, the initial agenda is covering:
- Voyant intermediate and advanced planning strategies.
- Live case building.
- Tips, tricks and ideas.
- New features.
- Pensions planning and decumulation strategies.
- Projection modelling.
- Using Voyant with clients.
- Preferences and assumptions.
- Report options with Voyant.
We really hope you can join us for this awesome summit.
Please bring your laptops with you. If your laptops heavy, get a new one :)
A light lunch will be provided.
Questions please email firstname.lastname@example.org
Simplicity is valued over complication.