Former IFP President Julie Lord FIFP CFP^CM, who recently became a director of Prestwood Software, is to be a special guest speaker at a series of Prestwood seminars.

In a forthcoming series of Seminars for Success, Ms Lord will share the skills she has developed over the years that have made her a successful Financial Planner.

Using Prestwood’s cash-flow modeling software, she will demonstrate how using tools effectively can give planners the edge over competitors.

The seminars will take place in Cardiff, London, Birmingham and Manchester between 20 October and 24 November.

Ms Lord said: “You cannot do proper Financial Planning without using cash-flow modeling but many planners are stuck in their comfort zone and simply don’t know how to raise their game.

“These seminars are aimed at simplifying and streamlining Financial Planning processes; dispelling myths about complexity and cost; and discussing the merits and benefits of proper interactive cash-flow modelling, especially in relation to client engagement and business value.”

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Paul Etheridge, chairman of the Prestwood Group of Companies and founder President of the Institute of Financial Planning, said: “Any Financial Planner needing to be inspired or motivated should come –I guarantee they will leave with at least one gem that will immediately begin to reap rewards for them.”

The seminars are open to all Planners and Paraplanners not just Prestwood users.