More than just software…
We aim to be not only a provider but a key business partner to all our customer firms. As part of this service, we offer a wide range of regular webinars and events, many of which are completely free to our subscribers. You can find the details of all our upcoming events on this page.
For past events, click here.
2nd April 2026: Financial Planning Mentoring With Warren Shute – Session 1
Join multi-award-winning Financial Planner Warren Shute, CFP, as we explore ways in which we can all grow as financial planners. This series of FREE 30-minute, bite-sized webinars will run throughout the year. This is your chance to ask the questions you need answering to help take your financial planning service to the next level.
In this session, we will explore:
- What is real Financial Planning?
- How to help clients “live life by design and not default”?
| Date | Thursday 2nd April 2026 |
|---|---|
| Venue | Zoom |
| Time | 2:00 – 2:30 pm |
| Cost | £FREE!!! |
Click here to register now.
7th May 2026: Financial Planning Mentoring With Warren Shute – Session 2
Join multi-award-winning Financial Planner Warren Shute, CFP, as we explore ways in which we can all grow as financial planners. This series of FREE 30-minute, bite-sized webinars will run throughout the year. This is your chance to ask the questions you need answering to help take your financial planning service to the next level.
In this session, we will explore:
- How do you attract new financial planning clients? Exploring the best options, such as:
- Referrals
- Marketing
- Professional connections
- VouchedFor, etc.
| Date | Thursday 7th May 2026 |
|---|---|
| Venue | Zoom |
| Time | 2:00 – 2:30 pm |
| Cost | £FREE!!! |
Click here to register now.
13th May 2026: Truth Virtual User Group
The February meeting of your quarterly Virtual User Group, featuring:
- Software tips & tricks
- Technical guidance
- Case study
- Group discussion
and much more…
| Date | Wednesday 13th May |
|---|---|
| Venue | TBC |
| Time | 14:00-15:30 |
| Cost | £FREE |
Register for free here.
10th June 2026: London Business Development Workshop
One of our regular events, our London Business Development Workshop, has been running for over a decade and continues to attract top-level planners and business owners.
Graham Ponting CFP Chartered FCSI, award-winning planner, and former CFP assessor hosts the day. The agenda includes a case study from one of the planners, software tips and tricks, and a fantastic networking and development opportunity.
| Date | Wednesday 3rd December |
|---|---|
| Venue | Novotel London Blackfriars Hotel |
| Time | 9.30am – 4.30pm |
| Cost | £200 + VAT (including lunch & refreshments) |
To find out more or if you would like to join us for this exclusive event, please contact sandra@truthsoftware.co.uk
11th June 2026: Financial Planning Mentoring With Warren Shute – Session 3
Join multi-award-winning Financial Planner Warren Shute, CFP, as we explore ways in which we can all grow as financial planners. This series of FREE 30-minute, bite-sized webinars will run throughout the year. This is your chance to ask the questions you need answering to help take your financial planning service to the next level.
In this session, we’ll take a journey through many topics, including:
- How to conduct your discovery meeting
- How long should it last?
- What preparation should be done beforehand?
- What happens afterwards?
| Date | Thursday 11th June 2026 |
|---|---|
| Venue | Zoom |
| Time | 2:00 – 2:30 pm |
| Cost | £FREE!!! |
Click here to register now.
