Voyant - Basics/Intermediate Plan Building & Plan Presentation Ideas May 24
WELCOME TO THE REGISTRATION PAGE THAT WILL ALLOW YOU TAKE THAT NEXT CRITICAL STEP & GET YOU UP AND RUNNING WITH VOYANT THROUGH A PRACTICAL WORKSHOP.
This event will take place on Friday the 24th of May in Hermitage Golf Club from 10am until 1pm. Registration at 9.45.
The topics we'll explore include:
System Setup,
System and Plan Preferences,
Managing Timelines,
Structuring Savings,
Pensions, and Investments,
Linking Debt to Assets,
Managing Expenses,
Funding for Education and College,
Estate Planning,
Planning for Retirement,
Managing Portfolios,
Understanding Taxation,
"What If" Scenarios,
Client Presentations,
Tips for Hardware and Software.
Book Here
Additional Information
There will be limited power sockets available there but as good practice please have your laptop suitably charged for the 3 hours of training. Refund Policy: No Refunds