Events

  • Apr
    16

    Measuring your client's financial health
    Learn more about how you can quickly measure your client’s financial health as part of your regular review process.
    April 16, 2024 at 1pm ET
  • May
    15

    Cash Flow Planning Implementation Program - Kick-off Workshop
    This is a 90-day journey towards cash flow planning success. There’s a one-time payment of $249 +tax. Learn more.
    May 15, 2024 at 12pm ET
  • Jun
    12

    Cash flow planning for insurance needs
    Learn how to use a cash flow plan to show your clients how to afford the insurance they need, and why you recommend it.
    Jun 12, 2024 at 1pm ET
  • Oct
    22

    Debt management for wealth professionals
    Learn how to turn some potential “oh no” moments into “ah-ha” moments, and provide some practical strategies to support even wealthy clients when it comes to debt management.
    October 22, 2024 at 1pm ET
  • Cash flow strategies for retired clients
    Learn about unique and powerful cash flow strategies that can protect your client’s health and wealth, and support a sustainable retirement for all.
  • Understanding your client's Money Mindset
    Join us to learn about the seven Money Mindsets, and how each of them impact your client’s behaviour when it comes to investing, spending, saving and borrowing.
  • Behavioural cash flow planning workshop
    In this workshop, you’ll learn simple strategies to bring behavioural cash flow management into your practice so you can help clients free up more money each month to fund their financial goals.
  • Quiz marketing for financial professionals
    Get the attention of new potential clients, and further engage your existing clients by putting quiz marketing to work for you.
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