CacheFlo

Financial stress among employees becomes a problem for everyone when left unaddressed. Don’t overlook the impact financial education can have on reducing stress and boosting productivity 🚀 . Learn more in our latest employer edition of CacheFlo Crunch👇 https://lnkd.in/e4-ciBZD #Employers #HRLeaders #FinancialStress #EmployeeFinancialEducation #Productivity

There are some common gaps when it comes to collecting KYC information from clients. Read our latest edition of CacheFlo Crunch to learn about the five no-nos of collecting KYC information, and how implementing cash flow planning could help reduce the risk 👇 https://lnkd.in/eByjcefK  #FinancialProfessionals #KYC #CashFlowPlanning #CFP

New webinar alert🚨! Learn how to help your business owner clients navigate financial challenges in our webinar: Cash flow planning for business owners on May 7, 2024 at 1pm ET 🗓️.  In this session, we’ll cover:  ✔️  Common cash flow dangers that can affect business owners ✔️  How the unit method can help your clients make easier business decisions ✔️  Personal vs. business debt impacts on cash flow ✔️  When business owners should have a written cash flow plan ✔️  Cash flow planning marketing strategies for business owners ✔️  Combating the impacts of employee financial stress Register via Zoom👇 https://lnkd.in/eXYQt2Z8 #FinancialProfessionals #BusinessOwners #FinancialChallenges #CashFlowPlanning #FinancialEducation #CFP

Your employees may be under more financial stress than you realize. But it’s hard to solve a problem when you can’t measure it accurately. Learn some key employee financial health indicators that can help you address the stress many face👇 https://lnkd.in/e88mpeSK #EmployeeFinancialWellness #FinancialHealth #FinancialStress #Employers #HRLeaders

Final call 📣! Don’t miss out on the webinar: Measuring your client’s financial health. It’s tomorrow at 1pm ET. In this one-hour session, you will learn: ⭐ The four main indicators of financial health ⭐ Reasonable debt ranges for clients based on age ⭐ How credit scores impact financial health ⭐ What savings ratios maximize the client’s financial potential ⭐ Minimum emergency savings thresholds for different stages of life ⭐ Challenges with popular financial health measurement tools and strategies Register via Zoom👇 https://lnkd.in/eX_4KBNG #FinancialHealth #FinancialProfessionals #DebtManagement #FinancialEducation

According to a report from H&R Block, 60% of Canadians say living paycheque to paycheque is today's new norm. And shockingly, just 37% say they are able to live within their income level 😮. How can Canadians protect themselves from financial setbacks? Learn more in this HRD Canada article👇 https://lnkd.in/eEUY9-HQ #FinancialWellness #MoneyManagement #PersonalFinance #FinancialHealth

Ready to prioritize your financial health 🌟? Start by assessing where you stand. Check out our blog to learn the key questions you should ask yourself to see if you are financially healthy. 👇 https://lnkd.in/dBSjCB7a #FinancialHealth #PersonalFinance #MoneyManagement #FinancialWellness

Join our Cash Flow Planning Implementation Program and unlock the 90-day path to successfully adding cash flow planning to your practice 💡. Start your journey in the next kick-off workshop on May 15, 2024. Learn more and secure your spot👇 https://lnkd.in/ejJvYAnA #FinancialProfessionals #FinancialPlanning #CashFlowPlanning

Despite inflation possibly cooling this year, Canadian’s are still anxious about their finances. According to the Angus Reid Institute, half of Canadians under 55 are worried about job loss, and those individuals are less unlikely to have savings if they have a financial setback. Read more on Financial Post👇 https://lnkd.in/eUbsgZ38 #FinancialHealth #FinancialWellness #PersonalFinance #Inflation

Don't miss out on learning how to accurately assess your clients' financial health and its impact on their life stage in our webinar: Measuring your client’s financial health on April 16, 2024 at 1pm ET 🗓️. Register via Zoom 👇 https://lnkd.in/eX_4KBNG #FinancialProfessionals #FinancialHealth #FinancialWellness #CFP #CashFlowPlanning