Cash Flow Workshop Well Received

bucket-system.pngThe Cash Flow Workshop last Thursday was well received by all who attended. Rick presented a new theory of cash flow management, pioneered by his colleague, Marty Kurtz, CFP. Darla then explained how to use his cash flow software, the First Step system. This is the first software package we’ve seen that makes drafting a sensible and usable spending plan easy. The software is available to all KFG clients. Many clients have called and requested we do the workshop again, so we have scheduled another one for April 2nd. More details to follow.

Meanwhile, to watch Rick’s presentation on the concept of the First Step software click here and go to the KFG Client Only section of our website. Use your password to log in, then search under “Teleclass/Workshop”. If you do not have a password or are having trouble with your current password, e-mail Lindsay ( and she will assist you.

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