$599.00 SGD

Cashflow-Based Financial Planning Workshop

Join us for the Cashflow-Based Financial Planning Workshop to elevate your practice and achieve breakthrough results using the GoalsMapper platform.

SEATS ARE LIMITED. FIRST-COME-FIRST-SERVE. 

Workshop Details

📅 Date: 13th Feb 2025 (Thu)
⏰ Time: 9:00 AM - 5:00 PM
📍 Location: No 2 Kallang Avenue, CT Hub, #08-05, Singapore 339407

 

What you'll learn:

  • Master the Cashflow-Based Sales Process: Learn how to effectively integrate cashflow strategies into your sales approach, ensuring a more holistic financial planning experience for your clients.
  • Advanced Insurance Planning: Explore sophisticated techniques in insurance planning that will help you tailor solutions to meet your clients’ unique needs.
  • Advanced Retirement Planning: Gain insights into advanced retirement planning strategies that will enable you to guide your clients to a secure and comfortable future.
  • Maximize CRM with GM Connect: Discover how to fully leverage GoalsMapper’s CRM features to enhance client relationships and streamline your business processes.

 

Please note:

  • Due to the limited number of seats available, all sales are final. There are no refunds or exchanges. Please ensure you are able to commit to the scheduled date.
  • You agree that Adviser Playschool and/or GoalsMapper may use your likeness or testimonials for promotional purposes.
  • The terms and conditions for this workshop may be updated periodically to reflect changes in our offerings or policies. We encourage you to review them regularly to stay informed. Your continued participation in the workshop signifies your acceptance of any updates.

What People Are Saying:

I like that it’s concise and engaging. Practical tips to use GoalsMapper effectively.

Rebekah Song

Discovering different and new ways of using features that i’m already using and features that i haven’t been using.

Rachael