Exclusively using Voyant GO
Exclusive discount for VoyantMastery.com members (limited number).
Live, Collaborative Financial Planning
It is with great pleasure that we will be hosting the next
Voyantist’s GLOBAL User Group - 21st June 2024 - 13:30 - 17:00
Our speakers
All experienced Brown/Black belt Voyantist's.
Andy Hart – TheVoyantist.com & VoyantMastery.com @thevoyantist (Chairman)
Nick Lincoln - v2vfp.co.uk @V2VFP (Vice-Chairman)
MORE SPEAKERS ANNOUNCED SOON
Agenda
The session will include technical demonstrations of Voyant. How advisers can best use the system and also how to interact with clients with the system.
Areas covered:
- Voyant GO
- New features- Voyant intermediate and advanced planning strategies.
- Live case building, you'll follow along at home.
- Tips, tricks and ideas. - Pension planning and decumulation strategies.
- Using Voyant with clients.
- Preferences and assumptions.
- Investments.
- Report options with Voyant. (inc Pensions detailed)
& much more.
We really hope you can join us for this awesome event.
IT WILL SELL OUT!!!!
Have your computers at the ready.
Questions please email andy@thevoyantist.com
As always, I make no representation as to content, which will take shape in the months, weeks, days and even hours leading up to the event, and will encompass both seminar specific themes as well as topical planning subjects. If specific content of any kind would be essential to your decision whether or not to attend, I urge you not to. Therefore an official agenda will not be supplied.
No refunds if you can't attend. Do you get a refund if you miss a concert/train/ aeroplane/rugby match :)
