Jul
14
12:00pm
Online Assembly: Cash flow modelling 2.0
By Paraplanners' Assembly
What's it all about?
Back in May we asked if you wanted to discuss cash flow modelling with us. Turns out an astounding number of you (over 250) wanted to. If you. missed it, you can still watch it here.
However, and this is this the best bit, because it is such a popular topic, and because we also ran out of time to discuss everything, we're back with another session on the topic.
What can you expect this time round? Well we've got some extras up our sleeves...
- 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
Meet the panel
📷
You've met them before, but let's meet them again...
- Andy Marshall - Starting his career in financial services 20 years ago at a former building society, Andy's career has taken him via a high street bank to the independent advice sector as an advisor focussing on mortgages, to finally putting his report writing skills and technical knowledge to work as a paraplanner.
- Charlla Razi - Charlla is a Trainee Financial Planner at LIFT-Financial group, a self-confessed Cashcalc fan and ideally would like Lord Voldemort, Minnie Mouse and Oskar Schindler as famous dinner guests.
- Richard Allum -Founder of The Paraplanners (and manages to run a few paraplanner events, or something like that).
Our panel will join us on Wednesday 14th July, at 1.00pm for this hour-long online chat.
Want to ask them a question on the topic already? Go on, once you've registered, pop your question under the Q&A section - don't wait for the event, or email us here, or ask in real-time on the day.
Join us by pressing the 'save my spot' button.
When is it?
This online gathering is on Wednesday 14th July, 1.00-2.00pm. Can't make it? Then watch the replay, available just after the event finishes.
Just click the 'save my spot' button.
See you there!
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Continue the chat
If you enjoyed that event, then head over Big Tent and say hello. There's a whole bunch of paraplanners hanging out there.
Never miss an event by...
Signing up for the Post or by following us on Twitter for news on any upcoming ones.
For a full list of past events, just click here.
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Got a question? Try these answers on for size
How does this Online thing work?
Save your spot by clicking the button on the top right. It's free, the only thing you have to do is register an account.
On the day of the event just sign back in here. But, we'll also send a reminder email ten minutes before it starts.
On the tech side of things. Viewing the events on browsers such as Chrome or Firefox work best. Headphones are a good idea if you share an office, plus the ability to type so that you can ask questions via the chat feature.
What if I can't make it to the event?
Just sign-in and view a recording of the session whenever it suits you.
Can I ask questions?
Yes! As many as you can throw at our panel. Plus, if you can't make the event, book a spot and add a question beforehand, the panel will then answer it during the event.
Can I suggest a topic or be on the panel?
Absolutely, the more the merrier. Drop us an email.
Are there more Online events?
You bet your bottom dollar there are, and on lots of useful topics for paraplanners. Watch past and/or register for any upcoming events here.
There isn't an upcoming event listed, when will the next one be?
Sorry about that. We're just confirming the topics and putting together an A-Team panel for it. We do aim for every last Wednesday of the month, at lunchtime (1-2pm for most normal folk), so you can join in while eating your sandwich.
Sometimes we'll throw a curve ball and change the date. That's because we want to bring you AMAZING panel members, and they just can't make Wednesdays. It's as simple as that.
Actually, my question was on something else
Ooh, we like new questions. Just pop it in an email and send it on its merry way to here.
One last question, what do you do with my details when I sign up?
Crikey, another good question! We’ll use your details to keep you posted on our happenings. From time to time, this will include activities that our supporters are participating in that we think you’ll find interesting. We share information at an aggregate level with our supporters every now and then.
Please see our Privacy Policy here for details of how we will process your personal information.
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Paraplanners' Assembly
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