Financial Webinar – Cash Flow Management

Cash Flow Management

This webinar will discuss the optimal way to manage your cash flow whether you are an employee or an independent contractor. It will discuss how to set your banking up and how to spend within your means.

Speaker: Brian E. Shumak, B.Sc., CLU, CFP, CHS, CEA, EPC, CFDS, TEP

About Brian E. Shumak

After graduating with a Bachelor of Science from the University of Toronto in 1990, he moved into the Insurance Business to continue a fifty-year family history. Since his initial foray into the insurance world, Brian has excelled in the corporate and personal arenas of Financial Planning, Employee Benefits, Wealth Management and Estate Planning.

After completing the university level Chartered Life Underwriter (CLU) curriculum in 1998 and obtaining his designation, Brian ventured abroad to work in one of the world’s financial capitals in Zurich, Switzerland.

Upon his return, he resumed an active role in the Financial Planning World, obtaining his Certified Financial Planner (CFP) designation in 2003, the Trust and Estate Planning (TEP) designation in 2004, the Chartered Financial Divorce Specialist (CFDS) designation in 2016, his Certified Health Insurance Specialist (CHS), Elder Planning Counselor (EPC) designations in 2017 and his Certified Executor Advisor (CEA) in 2022. He also served on the Board of Directors at Advocis in 2004 and 2005 as the Director of Mentoring where he redesigned the program from top to bottom. In addition, he continued to build his successful practice.