Intro to RWM™: May 7 at Noon CST | Calm Fears in Light of the April 16 Federal Budget

It is so important for tax and financial advisors to help distill fears and knee-jerk reactions in light of the April 16 Federal Budget.  Join members of the Society of Real Wealth Managers on May 7 at Noon CT for a frank discussion and open forum online, about the need for tax literacy and a multi-stakeholder approach to intergenerational wealth management that pushes back on the fear factor.

It’s time to calm financial fears and unite generations in sound planning first and foremost to preserve our most important assets, like family cottages, despite the unfortunate timelines introduced in the April 16 Federal Budget on capital gains tax hikes. For more insight, check out Evelyn Jacks’ interview with Patrick Foran on CTV News, and then register for the May 7 event!

Register now to differentiate your practice with new credentials that introduce an integrated approach to growing your business, while building a natural referral network as an RWM™. 

Your Orientation Experience

1. Attend the Live Session – attend this complimentary live-virtual event, hosted by practicing Real Wealth Managers™
2. Take the Free Trials - Access your RWM™ Program Trial and Tax Tip Toolkit Trial (includes RWM™ Discovery Calculators and EverGreen Explanatory Notes)
3. Check out your tuition offers in your online environment. Membership to the Society of Real Wealth Managers™ is complimentary to undergrads during their study period.

The Issues - RWMs are in Demand!

• 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