Welcome to "Introduction to Cash Flow Planning"
with Rick Darvis, CPA, CCPS.
Thursday, September 9th
12:00 - 1:00 pm EST
This NEW economy has changed the way that business is being done.
It’s not about rate of return – today it’s all about DEBT REDUCTION and CASH FLOW!
Registration Web Link: https://www2.gotomeeting.com/register/376507707
Are you a financial planner or CPA who would like to provide more in-depth cash flow planning advice for your clients? In these economic times cash flow is a hot topic! This is a two hour webinar course that guides you through the cash flow planning process that works for clients of all incomes.
"Introduction to Cash Flow Planning" shows you how to open the door to business owners and other high-income clients using cash flow planning and marketing techniques.
Cash flow is the ultimate buzz-word in this tough economy and you will learn creative strategies that can help you to reduce your clients’ three major expenses: 1) taxes, 2) personal debt, and 3) college expenses.
You will learn how to:
- IDENTIFY AND INFILTRATE strategic small business groups
- Develop a CASH FLOW PROPOSITION that will get the business owner to contact YOU!
- Reduce business owners’ taxes by $10,000 - $20,000 per year
- DEVELOP POWERFUL RELATIONSHIPS with both the business owner and their CPA
- Show any home owner a way to PAY OFF THEIR MORTGAGE IN HALF THE TIME and why this technique is the ultimate prospecting tool for THIS ECONOMY
- How to do JOINT VENTURE COLLEGE-PLANNING SEMINARS with CPAs, cut out the chicken dinners, and still double your present fees and financial sales in only one year!
Remember... It’s not about rate of return – today it’s all about CASH FLOW!
