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June 25 @ 9:00 – 10:00a.m. – The Power of Cash Flow Planning

June 25 @ 9:00 am - 10:00 am

Program Overview

Attendees of this event will learn how to help their clients find more money for their short- and long-term financial goals.  It will aid them in creating Spending Plans for those clients, achieving the balance between building a stronger financial foundation and enjoying the journey.  They will learn how to teach their clients to become more purposeful in their spending, increasing their quality of life along the way.

 

Attendees will learn:

  • The importance of cash flow planning to both the wealthy and the not-yet wealthy
  • The importance and benefits of spending plans for clients in or near retirement
  • 7 Reasons why clients overspend
  • 6 Areas where clients bleed money and how to help them
  • Impact of schedule on spending & help for behavioral spending

 

Featured Speaker:

Melissa Tosetti is the founder of The Savvy Life and author of the international bestseller Living the Savvy Life.  For the past eight years, she’s worked as an outside resource for financial advisors doing cash flow planning for their clients.  She has worked with over 525 individuals and families to create Spending Plans based on the goal they’ve outlined with their advisors.  Melissa has traveled across the U.S. giving over 200 Savvy Living presentations and has taught over 240 webinars related to the subject.  For more information, you can visit here: The Savvy Life Advisor’s Page.

 

Educational Level

Intermediate

 

CE Credits

1 CFP® credit, 1 CPE (accounting) credit, and 1 Professional Recertification (formerly PACE) credit have been applied for.

$5.00 fee per credit.

 

Registration Fee (includes PowerPoint and access to the archived program)

FSP Premier Members FSP Members Non Members
Live Event: INCLUDED* INCLUDED* $159.00
CFP® Credit: INCLUDED $5 $5
CPE Credit: INCLUDED $5 $5
PACE/PRCE Credit: INCLUDED $5 $5

*FSP Members still need to register as usual.

 

Registration Options

Call FSP’s Member Services department at (800)392-6900, Monday – Friday, 9:00a.m. – 4:00p.m. ET.

 

Program Material

Upon registration, you will receive instructions via e-mail on how to participate in the program.  The e-mail will also include for downloading the PowerPoint presentation.

 

How Webinars Work

All you need to participate in a webinar is a computer with Internet access to view the live presentation.  For the audio portion, you have the option of listening to the program through your computer’s speakers (VOIP) or through the telephone.  If you prefer not to view the Web presentation, you have the option to listen only over the phone.

You can also join a webinar from your iPhone, iPad, or Android device.

 

Program Archive

This program will be recorded and archived, and the link to the recording will be emailed to all registrants about a week after the webinar.

The recording will also be accessible by all FSP members in the Member Resources area of the FSP Website within 24 hours of the webinar.

The recording will include both the audio portion and PowerPoint slides.

Details

Date:
June 25
Time:
9:00 am - 10:00 am
Event Categories:
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