Financial Capability Series - Session 9 (replay)


Please register to watch this session.

✔ How life insurance works

✔ Ways to figure out how much insurance you need

✔ Understanding living benefits options

✔ Making the most of your group benefits

✔ Evaluating the costs of insurance

✔ Adjusting your insurance needs as your life changes



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 here. You’ll get a reminder email when the event is coming up. 


2022 topics 

  • January - Spending & cash flow ✅
  • February - Money & relationships ✅
  • March - Retirement ✅
  • April - Measuring financial health ✅
  • May - Funding education ✅
  • June - Life events ✅
  • July - Credit ✅
  • August - Investing ✅
  • September - Insurance
  • October - Debt
  • November - Car loans & leases
  • December - Holiday spending

Presented by


Stephanie Holmes-Winton

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.