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The Voyantist's 2014 Annual Summit - Nov 13th 12:30

TheVoyantist.com - VoyantMastery.com

Thursday, 13 November 2014 from 12:30 to 17:00 (GMT)

The Voyantist's 2014 Annual Summit - Nov 13th 12:30

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Event Details

Bullet proof your planning business.

Become a BBV (Black Belt Voyantist). 

LAUNCHING SOON

 

 

(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.

Our speakers

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. 


Agenda 

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.

- Investments.

- 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 andy@thevoyantist.com 


Simplicity is valued over complication.

Do you have questions about The Voyantist's 2014 Annual Summit - Nov 13th 12:30? Contact TheVoyantist.com - VoyantMastery.com

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