The Power of Cash Flow Planning
Attendees of this session 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.
- Understand the Importance of Cash Flow Planning to Both the Wealthy and the Not-Wealthy Yet.
- Learn the Importance and Benefits of Spending Plans for Clients in or Near Retirement.
- Discover 7 Reasons Why Clients Overspend & 6 Areas Where Clients Bleed Money.
- Recognize the impact of Schedule on Spending & Help for Behavioral Spending.