Following the popularity of our Seminars For Success last year, we have announced another six events around the UK.
Once again, Julie Lord (CFPCM, Chartered Financial Planner) will be sharing her valuable experience as the main speaker.
Julie Lord said, “You cannot do proper Financial Planning without using cash flow modelling but many planners are stuck in their comfort zone and simply don’t know how to raise their game”.
Recently appointed to the board of Prestwood Group, Julie’s drive and innovation is already being shared with Prestwood customers. Julie will be revealing many of the skills she has developed over the years that have made her one of the most highly qualified and successful Financial Planners in the UK. Using Prestwood’s cash flow modelling software, Julie will demonstrate how the right tools give planners the edge over their competitors, whilst delivering a better service for their clients.
Bristol………….25 Feb………..Brewin Dolphin
Glasgow………15 March………Hilton Hotel
Belfast…………21 April……….Hilton Hotel
Leeds…………..19 May………..Double Tree by Hilton
Cambridge…..23 June………..Pitt Building
Kent…………….22 Sept……….Hilton Hotel (Maidstone)
There is no charge for attending these events.
Tea and coffee will be served from 9.30am (except for Bristol where we will meet from 12.30pm). The main session will start at 10am and finish at around midday. There will be time at the end for you to see the software live in action, to ask questions and discuss your options with Julie and the Prestwood team.
“These seminars are aimed at simplifying and streamlining financial planning processes, dispelling myths about complexity and cost, and discussing the merits and benefits of proper interactive cash flow modelling, especially in relation to client engagement and business value.”
Paul Etheridge, Chairman of the Prestwood Group of Companies and founder President of the Institute of Financial Planning commented, “any Financial Planner needing to be inspired or motivated should come – I guarantee they will leave with at least one gem that will immediately begin to reap rewards for them”.
The seminars are open to all planners and paraplanners, not just Prestwood users, so please share news of these events with your colleagues and peers. To reserve a seat please reply to this email or phone the team on 01384 273736.
If you can’t make any of these dates, but are keen to learn more about how Prestwood can help you to improve your profitability and job satisfaction, then please let us know and we’ll be delighted to help.
