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Managing cash flow and spending remains a challenge for many clients and, as a result, their financial advisors. Cashflow experts Melissa Tosetti and Kevin Gibbons will share their best practices that have helped 650 clients find more money for their short and long term financial goals.

Learning objectives include:

  • Seven reasons people overspend
  • The pros and cons of automated payments
  • How to give purpose to your money
  • Ways to help address behavioral issues tied to overspending 
  • How to plan weekly and monthly and what to focus on 

 

Participants will earn 1 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

 

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

 

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