05 Jun

Cashflow Modelling – Dispelling the Myths

Cashflow modelling helps you give clients clarity and confidence in their long-term financial plan. Technology should help not hinder this process. Join Carly Robbins & Rob Tedder to tackle the numerous myths around cashflow planning. Using case studies and their own experiences as paraplanners they will demonstrate the importance of choosing technology that is easy to use but comprehensive enough to answer all questions.

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5th June 2020

2:00 pm

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