Cash flow planning for families vs. individuals requires you to adjust your approach. We’ll discuss how cash flow plans can be modified for clients who are just starting out in their careers, starting families, or putting children through post-secondary education. We’ll also go over how the cash flow planning approach differs for single individuals.
If you’re working in the family market with professional or single-income households, then this session is for you. We’ll go over practical approaches to cash flow planning for all of these types of clients, including two in-depth case studies. We’ll cover the various stages of life that most clients will go through, and how the cash flow plan can help them manage challenges and support their goals. Join Stephanie Holmes-Winton to learn how these unique ideas can translate to real world value for you and your clients. We’ll connect the cash flow planning process for the various types of clients scenarios covered in the products and services you already focus on.
In this 90-minute session, we’ll cover:
✔️ Young family planning case study
✔️ Post-secondary cash flow concepts
✔️ Variables that impact cash flow plans during your client’s earning years
✔️ How to engage new and existing clients with a cash flow plan
✔️ Single professional case study
✔️ When to adjust a cash flow plan for various life events
✔️ How cash flow strategies can ensure insurance needs are covered
Who should watch?
⭐ Financial professionals
⭐ Investment advisors
⭐ Insurance advisors
⭐ Associate advisors
Stephanie Holmes-Winton is the CEO and Founder of CacheFlo. The concepts that CacheFlo’s products are based on were developed during her decade working as an independent financial advisor from 2001 to 2011. She then sold her practice and took her concept to start a training program for other advisors.
In 2013, Stephanie launched the Certified Cash Flow Specialist designation program (which qualifies for 31 FP Canada-Approved CE Credits). Soon after came the original version of the professional cash flow planning software. Stephanie has written two books on spending and debt: Defusing the Debt Bomb, and $pent. She’s also been a regular contributor in media, including CBC Radio and CTV, and her advice has been featured in publications from coast to coast.
