Mr Percival, now a consultant and a favourite speaker at the Paraplanner Powwow events, will join a panel of Paraplanners, including Nathan Fryer, Caroline Stuart and Richard Allum, to talk about cashflow modelling on 31 May.
In the hour-long event they will discuss how to research and do due diligence using cashflow modelling tools, look at how to review continued suitability and explore the use of different tools. There will also be a look at things that can go wrong and the FCA, from a Paraplanner’s perspective.
The free event take place from 1-2pm.
Those interested can book a spot and submit questions on the Paraplanners Powwow website.