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.
11th September: 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 11th September |
|---|---|
| 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
15th & 16th October CISI Financial Planning Conference
We’re back at the CISI Annual Financial Planning conference as part of the Financial Planning stream, taking a deep dive into Cashflow Modelling and what best practice looks like at all stages of the financial planning process.
| Date | Tuesday 15th & Wednesday 16th October |
|---|---|
| Venue | Emirates Old Trafford |
| Time | n/a |
| Cost | From £359 |
To find out more and sign up, visit the FPC24 homepage here.
23rd October: Truth Virtual User Group
The October meeting of your quarterly Virtual User Group, featuring:
- Software tips & tricks
- Technical guidance
- Case study
- Group discussion
and much more…
| Date | Wednesday 23rd October |
|---|---|
| Venue | TBC |
| Time | 14:00-15:30 |
| Cost | £FREE |
Register for free here.
