Gordon Stein

About Gordon Stein

Looking to help your clients, members or employees with their financial wellness? Let\'s show your audience an easy approach to add a million or more to their retirement wealth with minimal effort and sacrifice. Yes, really! I have spoken across the US and Canada to wealth advisors and their clients, credit union leagues and employees about a financial approach that offers both a great lifestyle now AND a comfortable retirement. Speaking presentations include: Wealth Building for Clients of Financial Advisors - In this presentation, innovative strategies are presented to help clients reduce spending with minimal effort and sacrifice, freeing up cashflow for incremental investment contribution. The ideas are pulled together to see the actual impact over 10, 20 and 30 years. Are these concepts powerful enough to add a million to a client\'s account at retirement? Book me and find out! Financial Wellness For Employees - High debt loads and housing costs have left employees stressed out like never before. According to PWC, the most requested employee benefit is help with their personal finances. This presentation shows employees some easy recipes to get their finances under control and reduce their stress. Financial Wellness for Students - High School, College and University Students receive very little personal finance education and then graduate and begin to earn for the first time. With worked examples, this talk shows them step by step how to build a solid financial base. Each presentation includes: A briefing call to understand the age, stage, demographics and key issues of the audience An electronic pre-survey to clarify the money attitudes and concerns of the audience A keynote, breakout session or workshop between 30 minutes and 2 days duration Unlimited Q&A - I stay until your audience has all the answers they need Copies of the US or Canadian Edition of Cashflow Cookbook for the attendees Content that is country-specific (e.g. 401(k), Roth IRA and 529 in the US, RSP, TFSA and RESP in Canada A giveaway PDF to help the audience retain and apply the information A post-survey to determine audience satisfaction and drive continuous improvement Available to present worldwide Interested in learning more? Reach out to g•••@cashflowcookbook.com

Experience

1. Keynote Speaker on Financial Wellness

   Cashflow Cookbook

   Nov 2018 — Present · Cleveland, OH, US

   I have always had an interest in personal finance and in helping others with financial literacy and attaining financial independence. In 2014 I began researching the best personal finance \"hacks\" to free up cashflow for debt reduction or investing. Over 3 years, I pulled together the 60 best ideas into a book called Cashflow Cookbook. The ideas are all ways to drive recurring monthly savings in every aspect of the reader\'s life from food and transportation to lifestyle and housing and more. For a family with children and a vacation property, the monthly savings can grow to an incredible $2.3 million over 10 years. For a single person, the savings can amount to more than over the same period. All with minimal effort and sacrifice. Cashflow Cookbook is now in its 7th printing and is available as a US and a Canadian Edition on Amazon.

Education

• USC Marshall School of Business

  Advanced Management Program in Telecommunications

  2004 — 2004

• University of Toronto - Rotman School of Management

  MBA

  1987 — 1991

• Western University

  BESc

  1980 — 1984

• Harvard Business School

  Leadership Best Practices

  2006 — 2006