Last updated: August 19 2020
Join some of Canada's leading Real Wealth Managers™ for a discussion about wealth preservation in these very uncertain times. It’s a free virtual, national conversation that brings together advisors from the tax, bookkeeping, insurance, financial planning and legal communities to discuss true-to-life issues that require inter-advisory collaboration. Details below.
MEETING OF THE MINDS, 2ND EDITION
August 27 at 11:30 ET to 12:30.
The effects of the pandemic have potential to significantly impact personal family wealth, and the fear of the unknown and uncertainty relating to that bears significant weight for many Canadians. At this event we’ll discuss wealth preservation and accumulation opportunities to help families survive and thrive during these uncertain times.
Hosted By: Dr. Dean Smith, PHD, CPA (Illinois), CPA (ON, MB), CFP, STEP, RWM™
Featuring Guest Speaker: Society of RWM™ Member, Stefanie Keller, CFP, RWM™
And the Society of RWM™ Board Members:
Why Attend? This Meeting of the Minds event has been developed by the Society of Real Wealth Managers to engage like-minded advisors in conversation for three reasons:
What Will You Learn? Three Key Benefits:
The Focus of the Content:
Why Join the Society of RWM™? Collaboration is hard, but it's the right thing to do. In fact, it's critical for tax, bookkeeping, legal and financial advisors to work together to effectively manage their clients' wealth.
COPYRIGHT OWNED BY KNOWLEDGE BUREAU INC., 2020.
UNAUTHORIZED REPRODUCTION, IN WHOLE OR IN PART, IS PROHIBITED.