Events

At FMB we run lots of events packed full of ideas and inspiration for getting your legal and financial affairs in shape.
Tuesday 17 September 2019, 11.00am - 1.00pm

Personal Financial Forecasting Workshop

Discover the life-changing magic of Personal Financial Forecasting - an event for our Professional Connections

Location: FMB Offices, Shenstone, Kendal, LA8 8AA

We have been using cash flow modelling software with our clients since the early days in the 2000's when the idea emerged.

At first it was experimental; it was a challenge to persuade clients to give us the personal details necessary to make a good job of it. These days all our team use it with many clients and it's part of our financial planning process.

We've experimented with software and found one that suits our team and our clients. It means that we can actually show people the things we used to only be able to tell them in a really visual and engaging way.

Roger Jackson is a Chartered AND Certified Financial Planner and an expert on cash flow modelling. He will talk about how it works, the information we need and how it helps us create a financial plan and informs the advice we give.

We will also cover the issues that can arise and how we deal with potential regulatory concerns that arise from trying to look into the future.

The event is aimed at other professionals who work with our clients to help you gain an understanding of what we do and how it benefits them.

A light lunch will be served.

Click here to book your place.

Check out our complete list of forthcoming events.

© FMB 2017 - 2019. All rights reserved.
Financial Management Bureau Limited is authorised and regulated by the Financial Conduct Authority.
Financial Management Bureau Limited is a limited company registered in England and Wales. Registered office: Shenstone House, Helsington, Kendal, Cumbria LA8 8AA. Registered number: 02089786
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

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