Financial Forum and Knowledge Bureau Deliver Impactful Educational Sessions
Toronto, Ontario. The Financial Forum held its first of a series of national accredited wealth management workshops by The Knowledge Bureau and its faculty Doug Nelson, John Poyser and Jim Ruta, together with President and Program Director
Evelyn Jacks at the Toronto Convention Centre, playing to rave reviews from its audience.
ìWe have found that investors are not looking for a cookie cutter approach; rather, they want to be able to focus on their own specific needs.î said Mrs. Jacks. ìBoomers, especially, are looking for specific answers on how to address their own problems in these difficult times, and the advisors in these sessions discovered new ways to develop inter-advisory wealth management services in the areas of retirement, succession and tax planning.î
The first of the accredited advisor sessions was delivered by retirement income planning specialist Doug Nelson who played to rave reviews in his Master Your Retirement Process as he discussed tax efficient retirement income planning with attendees from the ranks of financial planning, accounting and life insurance industries:
ìDoug did a tremendous job showing risk and return in a different light with a great sense of humorî. Stephen Osborne
ìA powerful message, outstanding presenter!î Monica Weissmann
John Poyser was also highly effective in discussing Business Issues in Succession Planning as he spoke to a highly appreciative audience of financial planners.
ìVery knowledgeable. A great session.î Robert Martin.
ìGreat presentation, lots to take away; appreciated humour in a complex subject.î Alison Crowdis
The Financial Forum and its education partner, The Knowledge Bureau, will next deliver in Vancouver February 27 and 28 and Calgary March 13 and 14. Advisors can download a pdf to review the program (link) or enroll online or call 1-866-953-4769 for assistance.
Help & Contact: 1 866 953 4769