Join our paraplanning panel as they discuss how they approach cash flow planning.
In this session we covered…
- We’ll be using CashCalc and Voyant again
- We’ll do a deeper dive into hows to start building a cash flow (bring your armbands)
- We will also look at scenario planning, assumptions, problem solving and capacity for loss in more detail
- And like always, you can ask questions and share tips with fellow paraplanners