Former president of the IFP, Julie Lord, is to be the guest speaker at a series of Prestwood Software seminars taking place around the UK.
Ms Lord, a director of Prestwood Software, will be sharing many of the skills she has developed over the years.
Using Prestwood’s cash-flow modeling software, Ms Lord will demonstrate how using tools can give financial planners the edge over their competitors, while delivering a better service for their clients.
The seminars will take place in Cardiff, London, Birmingham and Manchester between 20 October and 24 November. They are open to all planners and paraplanners, not just Prestwood users.