Managing cash flow disruptions

How to keep your client's short-term cash flow under control to keep long-term plans on track.

Wednesday, April 8, 2020, at 2:00 pm Eastern / 11:00 am Pacific
Webinar Registration

The uncertainty of any pandemic triggers a significant shift in people's behaviour. Your clients are looking for something they can control due to recent closures and a declining market; instead, panic has ensued. Although options are limited, some steps can be taken to help you help your clients.

The goal of this webinar is to provide you with strategies to give back your clients' sense of control during such an unusual time. We'll discuss concepts to help your clients manage their current resources and avoid withdrawals related to cash flow concerns created by potential income gaps.