Most clients make borrowing and cash flow decisions in isolation—outside their financial plan. This session with leading consumer debt expert John Thompson reveals the Top 10 Questions consumers ask every day about mortgages, cash flow, and saving, and shows how each can be modeled with simple calculators that quantify tradeoffs, create clarity, and spark powerful planning conversations.
Learning Objectives:
- Identify the 10 most common financial questions clients ask about borrowing and cash flow.
- Learn how to use calculators to model liquidity, risk, and return tradeoffs.
- Understand how liability management complements investment and retirement planning.
- Recognize when to initiate a liability review during onboarding, reviews, or major life events.
*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC, EA and RICP.
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.
