Breakout Session: Zero to $1 Million in 60 Minutes - How to Help Your Divorced Clients Free Up Cashflow and Rebuild Lost Wealth with Minimal Effort and Minimal Sacrifice

3.86 (7 votes)

Recorded On: 05/07/2024

The American Psychiatric Association tells us that money is our #1 cause of stress.

The most popular car loan is now 96 months, 70% of millennials permanently carry a credit card balance and 64% of Americans will retire with less than $10,000. 

All of these issues become even more pointed for divorcees who face a 50% reduction in their assets and income. 

Most personal finance advice is less than inspiring: save 10% (how!), give up things you love (no!) and do detailed financial budgeting (no thanks!).

In Zero to $1 Million in 60 Minutes, Gordon explodes those hackneyed ideas and shows his audience a powerful path to help clients rebuild wealth. His storytelling style creates a fun and engaging environment that shows advisors how to set their clients on a path to a brighter financial future with an extra million…or more!

Learning Objectives:

  • Help clients free up significant cashflow for incremental investment
  • Use the cashflow to dramatically accelerate their wealth
  • Provide divorced clients with a concrete set of steps they can use to reorganize their finances and restore lost wealth

1 CFP & CDFA Credits

Please note that the conference is live and in-person in Nashville, Tennessee. All schedules shown in the conference agenda are in central standard.

Book your hotel room before May 1st for a discounted rate!

VIEW THE CONFERENCE AGENDA HERE

Gordon Stein

BESc, MBA, CSC, CFEI

Professional Speaker & Author, Cashflow Cookbook

Gordon Stein is an international keynote speaker, blogger, personal finance expert and author of Cashflow Cookbook - $2 Million of Financial Freedom in 60 Easy Recipes. He delivers transformational talks that help people crush their number one stress – their finances.

Building financial wellness helps his audience regain focus, balance, and joy in their lives. Gordon combines his trademark wit and storytelling style to speak with employee and association groups, financial advisors, and the media about a breakthrough path to financial wellness with no risk, minimal effort, minimal sacrifice, and no budgeting.

In his earlier career, Gordon was a senior sales, marketing, and operations executive at high tech companies. While at Apple he led the Education and Enterprise segments to record sales and was a featured speaker at the Executive Briefing Centers in Toronto and Cupertino. At Rogers Communications he managed the $1.5B B2B market and built the learning and development function for 30,000 learners. Prior to that, at Dell he was responsible for the small business segment and had the second highest sales productivity worldwide.

Gordon holds a degree in Mechanical Engineering from Western University, and an MBA from the Rotman School of Business. He has also completed the Canadian Securities Course and the U.S. Certified Financial Education Instructor designation from the National Financial Education Council. He has volunteered with the Western Alumni Board, the Western Engineering Dean’s Advisory Council and the Crescent School Board of Governors. He is currently a member of the National Financial Educators Council and the National Speakers Association. His content is used for CE credits with the Financial Planning Association, Financial Experts Network, and the Institute of Divorce Financial Analysts.

In his free time, Gordon is a downhill ski racer, kayaker, cyclist, and not-yet-great (ok, not even good) guitar player. His thoughts on personal finance can be found at cashflowcookbook.com.

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Live In-Person Event: Zero to $1 Million in 60 Minutes - How to Help Your Divorced Clients Free Up Cashflow and Rebuild Lost Wealth with Minimal Effort and Minimal Sacrifice
05/07/2024 at 11:30 AM (EDT)   |  60 minutes
05/07/2024 at 11:30 AM (EDT)   |  60 minutes
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CE Credits and Certificate: Live
1.00 CDFA and CFP CE credit  |  Certificate available
1.00 CDFA and CFP CE credit  |  Certificate available
Recording: Zero to $1 Million in 60 Minutes - How to Help Your Divorced Clients Free Up Cashflow and Rebuild Lost Wealth with Minimal Effort and Minimal Sacrifice
Open to view video.  |  52 minutes
Open to view video.  |  52 minutes
Quiz: Zero to $1 Million in 60 Minutes
5 Questions  |  2 attempts  |  20 minute limit  |  3/5 points to pass
5 Questions  |  2 attempts  |  20 minute limit  |  3/5 points to pass
CE Credits and Certificate: Recording
1.00 CDFA CE credit  |  Certificate available
1.00 CDFA CE credit  |  Certificate available