Goals-based cashflow planning: what is it and why should I use it?

Join us on 7 March for a deep dive into what goals-based cashflow planning is, how you can implement it, and the significant benefits it brings for both you and your clients.

07 March 2024
10:00 - 11:00 GMT
Virtual

Join us for a webinar 

With tax year end often comes updated financial plans. This is essential to accurately reflect the changing circumstances and priorities of your clients. As you revisit your recommendations this year, level up your advice with goals-based cashflow planning.

Join us on 7 March for a deep dive into what goals-based cashflow planning is, how you can implement it, and the significant benefits it brings for both you and your clients.

1 hour CPD available.

After this session, you will be able to:

  • Understand what goals-based cashflow planning is and where it fits into the advice process
  • Describe how cashflow modelling can improve client understanding
  • Demonstrate the risks associated with different strategies
  • Understand how to engage younger clients with goals-based lifetime cashflow plans

Register below

Thursday 7 March 2024 |  10:00 - 11:00 GMT