Webinar Registration

How to Track Client Spending
Boost Your Client's Financial Planning outcomes and reduce out-of-pocket costs -
Thursday, July, 27
|
ET
|
60 minutes
Carrie Jones
Carrie Jones, CFP
Builds Financial Plans for Financial Planners Delegated Planning

What You'll Learn

You are not a financial proctologist BUT you need to have accurate expenses to have accurate projections. Unfortunately, many clients struggle to track their spending. As a result, quantifying their spending can be challenging if you don't have the right tools and process.

Please join…

Read More
Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.
Register Now
Name
Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.
What You'll Learn
No content added
Webinar Description

You are not a financial proctologist BUT you need to have accurate expenses to have accurate projections. Unfortunately, many clients struggle to track their spending. As a result, quantifying their spending can be challenging if you don't have the right tools and process.

Please join planning guru Carrie Jones when she uses eMoney to show you how you can assist clients to better track their spending AND how you can confirm general spending numbers used in their financial plans.