The Next RWM™ Meeting of the Minds: February 8, 10am CST

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.  Please join us to hear more about the current Real Wealth Management Triggers that may be impacting your client’s holistic real wealth management plan today at our 360° Real Wealth Management Trigger Tour on February 8 at 10 am CST.

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.

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!