Discuss RWM™ Best Practices |  Tax Planning - Embrace it!

Clients are looking to financial advisors for more tax planning as accountants are inundated with compliance work. The RWM™ is a critical designation that delivers the knowledge you need! Differentiate your practice with new credentials that introduce an integrated approach to growing your business, while building a natural referral network as an RWM™. Join us for a live, virtual discussion with practicing members of the Society of Real Wealth Managers™ August 28 at Noon CT.

Check out the live event on August 28 at Noon CT! Register for this complimentary event now.

The Issues:

• In complex, inflationary times, money goes into motion. Clients may have more support requirements, they may transact more frequently and they will expect more value for the professional fees they pay.
• The time available for more valued service is short. Most advisory firms are facing skilled labor shortages and finding their responsibilities for compliance increasingly challenging, whether from financial regulators, professional bodies or the CRA.
• In many more complex client scenarios, it is critical for a multi-advisory team to know and share common best practices, to put strategic and holistic solutions in place.

At this complimentary live-virtual event, hosted by practicing Real Wealth Managers™ and outstanding thought leaders, you will:

• Find out more about the benefits of working under the RWM Framework and how does it work in practice to grow your business
• Discuss the importance of consistent practice management tools and processes
• Learn how comprehensive RWM (Real Wealth Management) Calculator Tools can enhance your value proposition; including the Income tax estimator, NR vs. RRSP Accumulation Calculator, Take Home Pay Calculator, Charitable Donation Calculators through a case example and live tutorial