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Becoming a CCS
Description
We have no scheduled sessions for this presentation. You can review the most recent video on demand here.
Copy and paste this link to your browser https://bit.ly/3nHjivS
We'll explore the following:
• Core cash flow planning concepts
• What's included with the CCS program
• An overview of CCS tools, including the connected app Winton and eLearning for your clients
• Creating a cash flow strategy
• Engaging your team in the program (at no extra charge)
• Navigating CacheFlo Support
CacheFlo is a financial education company that builds eLearning and tools to help financial professionals and individuals make behaviour-based changes, which allow them to get more life from their money. We want to make it easier for people to predict the impact of their financial choices before they make them.
Webinar is over, you cannot register now. If you have any questions, please contact Webinar host:
CacheFlo Team
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Hi there, You are invited to a Zoom webinar. Topic: Becoming a CCS Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_ajErAFUqQwaolmaCIISS7g After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers Stephanie Holmes-Winton (CEO & Founder @CacheFlo )
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