Please register below to watch this session.
✔ Saving for retirement
✔ Types of retirement accounts
✔ How to find the money to fund your retirement
✔ Balancing short- and long-term goals
✔ Retirement income stacking
✔ Selecting a financial professional
You will benefit from attending if you are:
⭐ looking to improve your financial capability;
⭐ early in your career trying to pay down debt and build savings;
⭐ eager to find ways to fund your retirement plan;
⭐ already retired and trying to ensure your nest egg lasts;
⭐ interested in finding the money to fund your financial goals;
⭐ a business owner with some degree of control over your personal income; or
⭐ interested in financial concepts that improve your cash flow and help to create wealth.
You can register for one or more of the topics below. You’ll get a reminder email when the event is coming up.
2022 topics
January - Spending & cash flow ✅ Watch the replay
February - Money & relationships ✅ Watch the replay
March - Retirement ✅
April - Measuring financial health
May - Funding education
June - Life events
July - Credit
August - Saving & investing
September - Insurance
October - Debt
November - Car loans & leases
December - Holiday spending
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.
