Last Chance: Free Lunch & Bold Thinking!

Want to get your blood pumping and your imagination soaring about what the future of the tax, accounting and financial services might look like?   This is your invitation to think boldly and re-imagine it!   Please join the Society of Real Wealth Managers RWM™ for an open conversation about what’s holding us back in making transformational change on November 12 over brunch at the Banff Springs Hotel on the day the  amazing 20^th Anniversary DAC Acuity 2023 Conference begins (November 12-14th).  Register by June 30 and lunch is complimentary for members. 

THE DISCUSSION: THE COURAGE TO BREAK FREE!  Everything has changed, yet we tend to cling to the comfort of the past.   What does it take to break free from our paradigms and change the financial services industries for the future needs of our future clients?   We promise:  no cameras, no recordings, just an opportunity to speak plain truth and brainstorm for proactive change for the future.

THE HOST: Society of Real Wealth Managers RWM™

YOUR MCs: Kristin Ramlal, PFP, CIM, FCSI, RWM, MFA-P and Alan Rowell, RWM, MFA, DFA-Tax Services Specialist

WHEN: Sunday, November 12th 11am-1:30pm

VENUE: Vermillion Room at the Fairmont Banff Springs

RSVP: This lunch and session is open to all DAC attendees and is complimentary for Real Wealth Managers (RWM) registered by June 30th. Cost is $75+ per person. Beverages not included.  Please secure your spot today – check your email or the Society LinkedIn group for your exclusive registration code: https://lnkd.in/gg2NNCjG.  

CE CREDITS: Please note this session provides 1.5 credit hours towards the re-licensing of your credentials under your RWM™ Designation.

Do you have the courage to break free?  Share your thoughts, suggestions, concerns and network with a great group of leaders, too!