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Agenda 7:30 am Registration & Networking
8:10 am Welcome, Breakfast, Chapter and Sponsor Acknowledgements
8:30 am Presentation Begins
9:30 am Q & A / Presentation Ends
9:35 am Raffle & Closing Remarks Follow Us    |
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Topic:
The Power of Cash Flow Planning Speaker(s): Melissa Tosetti Founder, The Savvy Life and Author of the International Bestseller, Living The Savvy Life _____________________________
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Description:
Cash flow is king! Attendees of this event will learn how to help their clients find more money for their short and long term financial goals. Join us as we discuss purposeful spending and how to achieve the balance between building a stronger financial foundation and enjoying the journey. Learn the most effective ways to influence client spending behavior and increase their quality of life. *This topic has been approved by the CFP Board for 1.0 hour of CE credit.
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About the Speaker(s):
 Melissa TosettiFounder, The Savvy Life and Author of the International Bestseller, Living The Savvy Life Melissa Tosetti is the founder of The Savvy Life and author of the international bestseller Living The Savvy Life. For the past eight years, she’s worked as an outside resource for financial advisors doing cash flow planning for their clients. She has worked with over 525 individuals and families to create Spending Plans based on the goals they’ve outlined with their advisors. Melissa has travelled across the U.S. giving over 200 Savvy Living presentations and has taught over 240 webinars related to the subject.  |
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