Future-Proofing Financial Planning with Technology

Join The Financial Planning Club for "Future-Proofing Financial Planning with Technology," where Kate Phillips and Lee Old will share insights into how technology is transforming financial planning. From cash flow modelling to mitigating sequencing risk, this session will help you optimise your processes and deliver better client outcomes.

What You’ll Learn:

Streamlining Financial Planning: The evolution of cash flow modelling and integrated ecosystems.

Mitigating Sequencing Risk: How to stress-test plans and ensure resilience.

Sharper Investment Decisions: Using tools to enhance portfolio strategies.

The Technology Backbone: How modern tools support scalable and efficient practices.

Key Speakers:

Kate Phillips: Regional Director at Timeline Portfolios, passionate about leveraging technology to improve financial planning outcomes.

Lee Old: Co-Founder of The Financial Planning Club, with a wealth of experience in financial planning business strategy.