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February Webinar

Freeing Up Monthly Cashflow for Seniors and Their Caregivers

 

THIS FREE WEBINAR BEGINS

Thursday, February 20, 2025
12 – 1 PM MDT (2 – 3 PM EDT)

February Webinar – Freeing Up Monthly Cashflow for Seniors and Their Caregivers

About this Webinar

Money is our #1 source of stress. And seniors often double down on the issue since they often have no way to earn income, have limited retirement capital, face high levels of medical bills and need to hire several different types of help. Their caregivers, often family members, are also often challenged financially and may face additional monetary burdens in caring for the senior.

In this session, international financial wellness expert Gordon Stein looks at some powerful ways to free up hundreds or even thousands of dollars of monthly cashflow with minimal effort and minimal sacrifice. Using examples from his book, Cashflow Cookbook, Gordon looks at simple approaches to materially reduce expenditures on housing, transportation, food, household, lifestyle and financial. All of these financial “recipes” can be done easily and most have no investment up front.

Learning Outcomes:

  • Materially reduce the monthly expenditures of seniors with minimal effort and minimal sacrifice
  • Free up cashflow for caregivers to help cover costs of seniors, pay down debt or increase investment
  • Manage money more easily without budgeting, scrimping or giving up things

About the Presenter

Gordon Stein, BESc, MBA, CSC, CFEI

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.

Webinar spots are limited.
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