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Trusted by 250,000+ Professionals
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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Approximately 67% of Americans believe the nation faces a retirement crisis according to a survey of working-age Americans conducted by the National Institute on Retirement Security (NIRS). Similarly, roughly 72% of Canadians who have not yet retired are worried they are not saving enough for retirement according to Scotiabank's 2021 Retail Investor Sentiment Survey. Setting a retirement income goal based on probable cash flow needs is key to helping your clients prepare for retirement and feel confident about their future.
In this online continuing education session, you'll learn practical cash flow-based strategies to determine your
client's retirement income needs and how to help them free up money to fund
their retirement income goal. Join us and find out how to make retirement cash flow planning
part of your practice!
CEO and Leadership Change Expert, CacheFlo
Stephanie Holmes-Winton is the CEO and founder of CacheFlo Inc. She initially developed the concept CacheFlo’s products are based on during her decade working as an independent financial advisor from 2001-2011. She then sold her practice to take her concept and start a training program for other advisors. In 2013 she launched the Certified Cash Flow Specialist designation program (qualifies for 31 FP Canada-Approved CE Credits). Soon after came the original version of the professional cash flow planning software.
Stephanie has written two books on spending and debt, Defusing the Debt Bomb and $pent. She’s also been a regular contributor in media, including CBC radio and CTV, and her advice has been featured in publications from coast to coast.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
374 Ratings
Excellent
205
Very Good
144
Average
23
Poor
2
Terrible
0
MB
Jul 20th, 2021
Even though I was listening for just my own benefit, I really enjoyed this one! I have heard of having separate bank accounts for budgeting. But having one for "Committed Expenses" verses a "Spendable Account" was a different way to think about it. I feel like this mentality shift could be very beneficial.
CD
Aug 25th, 2021
The instructor’s insight into human nature and behavior is very much on point and makes this course super relevant and effective for advising others as well as ourselves.
CS
Jul 20th, 2021
Speaker debunked my thinking of fixed and variable costs and has her own way to manage costs of retirees. She has a unique way of presenting the materials.
JR
Aug 25th, 2021
The course was excellent for retirement planning considerations on the personal level, which is why I attended. Great instructor.
SB
Aug 25th, 2021
This was a very good course, and I agreed with the cash flow perspective of it, as well as a focus on costs and expenses.
1 Credit
Add to WatchlistThis course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available
1. How can I earn Continuing Education credits for live webinars?
A: To earn credits, you must register for the webcast before it begins. Attend the entire live webinar and respond to polling questions if supported.
2. When will I receive my Continuing Education Credit Certificate?
A: You'll receive your certificate within 24 hours after each webinar.
3. What's the basis for credit issuance?
A: Credits are issued on a 50-minute credit hour basis.
4. What if I can't use the polling feature on a web browser?
A: The polling feature is only supported on the Zoom desktop and mobile app. You can provide responses in the chat if needed.
5. Are these live events or recordings?
A: Some events may be recorded, but instructors will be available for questions during/after the webinar.
6. Do myCPE courses meet professional standards?
A: Yes, myCPE meets global Continuing Professional Development (CPD-IES7) standards for various accounting and financial professions. Confirm with your licensing organization if needed.
7. Where can I manage my certificates and credits?
A: You can manage them through your certificate dashboard when logged into your account.
8. Is myCPE accredited for Continuing Professional Education in the United States?
A: Yes, myCPE is accredited by various professional organizations, making it suitable for fulfilling continuing education requirements.
9. Who can take myCPE courses?
A: myCPE courses are suitable for professionals with 100+ designations, including CPAs, CMAs, CFAs, and more.
10. What's the refund and complaint resolution policy?
A: To learn about the refund and complaint resolution policy, click here for details.
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