Helping Your Clients to Get the Most Out of Their Cash Savings 2022 | CISI | 14 April 2022 | Online
Venue
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| Event Date | Thu Apr 14 EDT (over 2 years ago) |
| Location | Online |
| Region | All |
Details
The CISI are delighted to invite you to join this CISI CFP Masterclass with Cascade, on how to help your clients get the most out of their cash savings taking place Thursdays 14 April. This webinar is exclusively available to those members that hold a CFP™ designation, we will have limited places to allow for high-levels of audience engagement, participation and discussion.
The panelists will discuss the importance of cash in holistic financial planning and how to tease out common issues and pains which will allow you to get the best out of cash.
Speakers
2022 Speaker
Emma Black
Co-Founder & Chief Executive Officer, Highlander SEO