San Francisco, California
London, United Kingdom
Following on from the success of the user groups that were hosted in 2013, this will be the first user group held in 2014.
It will be hosted by Andrew Hart (thevoyantist.com) and also Nick Lincoln (www.v2vfp.co.uk).
It will be held at Dimensional Fund Advisors in their state of the art facilities.
The session will include technical demonstrations of Voyant, how advisers can best use the system and also how to interact clients with the system.
This session will also include an extended networking session with fellow Voyant users.
The agenda has not yet been finalised, the initial agenda is covering:
- Estate Planning & IHT
- New features
- Pensions planning and decumulation strategies
- Projection modelling
- How better to use Voyant with clients
- Preferences and assumptions
- Discounted Gift Trusts
- Loan Trusts
- Report options with Voyant
The event is limited to 25 spaces.
If you have any questions please email me directly email@example.com
Looking forward to seeing you soon.