You really can’t do great financial planning without using cashflow modelling – that was the conclusion of our last, free, Scottish group meeting. Everyone who attended shared how they dealt with clients and all left having learnt some new way to use Truth. Jason Betteridge of Sutherland Independent, who leads the group, admitted he didn’t even know Truth has a Growth Calculator let alone a Stochastic one.
Our next Scottish user group will be at Nucleus HQ in Edinburgh on Wednesday 10 January 2018, 10am-1pm, followed by lunch.
The full address is:
Nucleus HQ
Greenside, 12 Blenheim Place
Edinburgh EH7 5JH
If you would like to attend, please email sandra@prestwood-group.co.uk. We will be going through a case study of a DB transfer scheme which is highly topical at the moment and if there is a subject you would like to include on the agenda, do let us know.
Sleeping in the park!
Jason Betteridge and team freezing for the homeless!
On a completely different note, Jason and his team spent the weekend sleeping rough in the ‘Sleep in the Park’ event in Edinburgh’s Princes Street Gardens, to raise money for the homeless. His team raised over £13,000, and their freezing night’s sleep contributed to over £2m being raised in total.
