Exclusive discount for VoyantMastery.com members (limited number).
Live, Collaberative Financial Planning
It is with great pleasure that we will be hosting the next
Voyantist’s London User Group March 17th 2017.
All experienced Brown/Black belt Voyantist's.
Andy Hart – TheVoyantist.com & VoyantMastery.com @thevoyantist (Chairman)
Nick Lincoln - v2vfp.co.uk @V2VFP (Vice-Chairman)
Finbarr O'Reilly - Goodmans Financial Planning
Clive Thompson - Serenity Financial Planning
John Ndege - PocketRisk.com - @pocketrisk
Bob Freeman - Voyant UK @VoyantUK
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 Voyantists.
- New features - MorningStar Feed - Snapshot - Voyant Go improvments
- Voyant intermediate and advanced planning strategies.
- Live case building.
- Tips, tricks and ideas.
- Pension planning and decumulation strategies.
- Using Voyant with clients.
- Preferences and assumptions.
- Report options with Voyant. (inc Pensions detailed)
& much more.
We really hope you can join us for this awesome event.
IT WILL SELL OUT!!!!
Please bring your laptops with you.
If your laptop's heavy, get a new one :)
A light lunch will be provided.
If you have any rare allegies please bring your own lunch.
Questions please email firstname.lastname@example.org
Simplicity is valued over complication.
As always, I make no representation as to content, which will take shape in the months, weeks, days and even hours leading up to the event, and will encompass both seminar specific themes as well as topical planning subjects. If specific content of any kind would be essential to your decision whether or not to attend, I urge you not to. Therefore an official agenda will not be supplied.
No refunds if you can't attend. Do you get a refund if you miss a concert/train/airplane/rugby match :)