The Power of Cash Flow Planning

8:30 AM - 9:30 AM

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.

Learning Objectives:

  • 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.
Watch for all the details coming on NAPFA 2022 Events