Join us for a panel with three of our Chapter members!  

Pam Horack, Tara Butler, Donovan Miller will chat about Cash Flow at different stages and ages. 

Objective:

To equip attendees with actionable strategies and perspectives on managing cash flow, budgeting, and emergency savings tailored to various life stages and circumstances.

You will walk away with:

1. Understand the unique financial priorities, housing expenses, and spending habits of different demographic groups, including DINKS/HENRYs, singles, growing families, empty nesters, and retirees.

2. Learn how to guide clients in creating detailed budgets, establishing appropriate emergency funds, determining fixed versus variable expenses, and utilizing frameworks like "Guardrails" or "Smile Spending" depending on their current stage in life.

3. Discover how to leverage practical tools—such as AI for categorizing data, financial planning software (like eMoney and RightCapital), and cash reserves—to help clients visualize their numbers and make informed, flexible spending decisions.

Earn one hour of CFP.

Members $35

Nonmembers $50

Register today and reserve your seat!