Clients approaching retirement can find themselves feeling a combination of excitement and anxiety as they get closer to what they hope will be an easy going and fun time in their lives. Cash flow planning plays a particularly critical role for clients who are nearing retirement because it can help them make the most of all of their income sources, which could result in years of retirement income if done properly. Another important aspect of this process is that it can help you project retirement income needs based on the only factor that matters: their probable retirement expenses.
Join Stephanie Holmes-Winton to learn several cash flow concepts that can help your clients who are within 10 years of retirement. This session will also be filled with ideas you can use with newly retired clients. Apply what you learn in this session to help your clients transition into retirement, and get more life from the money they worked so hard to save. We’ll talk about how these cash flow ideas can couple with your existing process, advice, and the products and services you already offer.
In this 90-minute session, we’ll cover:
✔️ Common cash flow dangers that can affect retirees
✔️ How to change the way you approach cash flow for clients as they near retirement
✔️ Strategies to use as clients transition into semi-retirement or retirement income
✔️ Why clients need a cash flow plan when they’re nearing retirement
✔️ Cash flow planning marketing strategies for retirement planning
✔️ Using cash flow planning to help predict retirement income needs
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.
