Real Wealth Management™ 360 Degree Trigger Tour: February 8, 10am CST

You are invited to a special, complimentary educational event to learn why a Real Wealth Management approach to your client relationships is so important in this economic environment.  Mark your calendar:  for the Meeting of the Minds February 8 at 10:00 AM Central Time.  Attendees from coast to coast will discuss the events that are triggering their clients to want to make decisions about their life, financial and economic goals – often outside of their pre-defined plans.  There is a new way to approach this.  The Advisor of the Future – the Real Wealth Manager (RWM) – will take a proactive leadership role by aligning the stakeholder groups who are an integral part of a strategic Real Wealth Management plan. 

You’ll learn how to quantify this logical and impactful approach to decision-making, using the powerful calculators available to Real Wealth Managers. You’ll have the opportunity to make a big difference in your community by earning your RWM designation.  And you’ll benefit from immediately membership in the Society of RWMs to connect and collaborate with peers from coast-to-coast.  It will also be my pleasure, on behalf of our team at Knowledge Bureau, to provide you with a special offer to help you get started online at your convenience this month.  Please join our Chair of the Society of RWMs, Kristin Ramlal, and four influential RWMs to tell you more live.

As a primer… Here’s one golden nugget you’ll get from the event from Larry Frostiak: “The landscape for trust reporting has changed! Your client may need to file a trust return, even if the trust has no income. Failing to file can result in very large penalties! This is must-know situation for all financial advisors.”

Learn more at:

The Meeting of the Minds

360 Degree RWM™ Trigger Tour

February 8 at 10am CST.

Featuring: RWM™ Panelists:

• Evelyn Jacks, MFA™, MFA-P™, DMA™, RWM™, FSDS™
• Doug Buss, RWM™, MFA™, DFA-Tax Services Specialist™, FDFS™
• Jenifer Bartman, CPA, CA, CMC, MFA™, RWM™, FDFS™
• Larry Frostiak, FCPA, FCA, CFP, TEP, RWM™, FDFS™
• Tony Mahabir, PFP, CIM, FCSI, RWM™, MBA, CMC, CIM, RRC, RWM™, CFP™, FP Canada Fellow, FDFS™
• Kristin Ramlal, PFP, CIM, FCSI, RWM™, FDFS™, Chair, Society of Real Wealth Managers™

Register Now!

How can one financial professional ensure that their clients’ holistic real wealth management plan is setup to maximize wealth sustainability with so many triggers at once? That is where the Real Wealth Management lifestyle, an inter-generational approach to wealth sustainability after taxes, fees and inflation, can really help to calm and enable financial peace of mind.

Artificial Intelligence, climate crisis, tax reporting changes, economic uncertainty, decade high interest rates and inflation, and a looming cost of living crisis…there is no denying the fact that uncertainty and a lot of emotions were at play throughout 2023, where many Real Wealth Management lifestyle, financial, and economic triggers jeopardized our client’s wealth sustainability.