The Power of Cash Flow Planning
Attendees of this event will learn how to help their clients find more money for their short- and long-term financial goals. It will aid them in creating Spending Plans for those clients, achieving the balance between building a stronger financial foundation and enjoying the journey. They will learn how to teach their clients to become more purposeful in their spending, increasing their quality of life along the way.
Attendees will learn:
The importance of cash flow planning to both the wealthy and the not-yet wealthy
The importance and benefits of spending plans for clients in or near retirement
7 Reasons why clients overspend
6 Areas where clients bleed money and how to help them
Impact of schedule on spending & help for behavioral spending
Melissa Tosetti is the founder of The Savvy Life and author of the international bestseller Living the Savvy Life. For the past eight years, she’s worked as an outside resource for financial advisors doing cash flow planning for their clients. She has worked with over 525 individuals and families to create Spending Plans based on the goals they’ve outlined with their advisors. Melissa has travelled across the U.S. giving over 200 Savvy Living presentations and has taught over 240 webinars related to the subject. For more information, you can visit here: The Savvy Life Advisor’s Page.
1 CFP® credit, 1 CPE (accounting) credit, and 1 Professional Recertification (formerly PACE) credit have been approved.
$5.00 fee per credit.
You must participate in the live webinar in order to earn CE credits. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, FSP will report your credit to the CFP Board for you after the webinar.
Registration Fee (includes PowerPoint and access to the archived program)
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Upon registration, you will receive instructions via e-mail on how to participate in the program. The e-mail will also include instructions for downloading the PowerPoint presentation.
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This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar.
Can't attend the live webinar? Register anyway and you will automatically be sent the link to the recording.
The recording will also be accessible by all FSP members in the Member Resources area of the Website within 24 hours of the webinar.
The recording will include both the audio portion and PowerPoint slides.