Master your cash flow in the business and at home
It’s a challenging economic environment for most people these days. We know business owners and their teams are feeling the impact from all directions. Not only are you experiencing the same increases in your personal cost of living, but you’re dealing with the compounding effects of the higher cost of doing business. On top of that, everyone in the business can be affected by the productivity loss caused by these mounting financial pressures, and the distractions they create at work and home.
Whether you’re a business owner or an employee, your cash flow is a crucial component of your financial health. This session is a must if you’d like to get the most from your money. Join Stephanie Holmes-Winton (AdviceCafé & CacheFlo) and Eric Grabner (New Outlook Wealth) to learn cash flow strategies that work within the business, and for personal finances. Even those who feel they are already maximizing their cash flow are often surprised with the new concepts they learn in this session. So don’t miss out.
Watch to learn:
✔️ How behaviour-based cash flow management is different than budgeting
✔️ How to free up more cash flow to save and invest in your future without giving up your lifestyle today
✔️ Common cash flow dangers that can affect business owners
✔️ How the unit method can help make business decisions easier
Who should attend this session?
⭐ CanGift members and their staff
⭐ Business owners
⭐ Management and leadership
⭐ Frontline staff
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.
Eric has been a lifelong resident of Winnipeg, aside from a brief stint in Helsinki.
When not caring for clients, Eric is an avid traveler and foodie. When traveling you can find him in a museum or art gallery absorbing the local history and culture, or in search of the best local restaurants. The top 5 Michelin Guide restaurants are on his bucket list.
Cooking, and more specifically good eating, is a passion of Eric’s. He enjoys the experimentation and the satisfaction of making a meal from scratch for guests.
Eric has been a long-serving volunteer and board member with a number of Winnipeg charities, including the United Way, Manitoba Lung Association, LITE, and the Winnipeg Santa Claus Parade.
In the summer, although not particularly good at either, Eric is a runner and a beer-league softball player. In the frigid winter months, you’re likely to find him at a trivia night or ensconced in a book. Science fiction, fantasy, or history are some of his favorite genres.
