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Members Only Updates and Training + Cash Flow Planning Case Studies
Presented by Melissa Tosetti, The Savvy Life

This is a two-part session. I will provide updates and insights on how to use the website and future plans. 

The second part will feature a sequel with Cash Flow Planning experts Melissa and Kevin. I've asked them to join us again to show how they build spending plans using their Excel-based program. In this session you’ll learn: 
•    The actual mechanics of how to use The Savvy Life’s Spending Plan tool.
•    Strategies to help clients manage their intermittent expenses including a triage calendar.  
•    How to balance paying off debt for higher rates of success.
•    Tactics for putting their plan into action in their daily lives

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