At FMB we run lots of events packed full of ideas and inspiration for getting your legal and financial affairs in shape.
Thursday 21 September 2023, 10.00am - 11.30am

Professionals Masterclass: Cashflow Modelling for Retirement & Estate Planning

A Masterclass for Professional Connections

Cashflow modelling as part of a financial plan is a really powerful tool to help clients understand the impact of the financial decisions they make. We use cashflow tools to show clients in a really engaging and visual way how their financial future could look up to age 100.

Our masterclass is a chance for you to see inside that client meeting and how it actually works. Our experienced practitioner, Roger Jackson who is a Chartered and Certified Financial Planner, will show you a typical cashflow scenario and how we can use it to enable clients to make better decisions about their finances. It not only shows the impact of financial shocks or whether you can realistically afford to retire early, it can also be used to demonstrate how compound growth can exacerbate an IHT liability and how sensible gifting can reduce an estate.

Roger will run through the kind of scenarios he discusses with clients and how the cashflow works in terms of the assumptions used within it and how we manage client expectations around growth, inflation and future market volatility.

How to book:

To book your free place, please visit

Please note that Cashflow Modelling does not constitute financial advice and is not regulated by the Financial Conduct Authority.

Check out our complete list of forthcoming events.

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