Meeting of the Minds Discussion August 27, 11:30 EST: Wealth Preservation

Join some of Canada's leading Real Wealth Managers™ for a discussion about wealth preservation in these very uncertain times. It’s a  free virtual, national conversation that brings together advisors from the tax, bookkeeping, insurance, financial planning and legal communities to discuss true-to-life issues that require inter-advisory collaboration. Details below.

MEETING OF THE MINDS, 2^ND EDITION

August 27 at 11:30 ET to 12:30.  

The effects of the pandemic have potential to significantly impact personal family wealth, and the fear of the unknown and uncertainty relating to that bears significant weight for many Canadians. At this event we’ll discuss wealth preservation and accumulation opportunities to help families survive and thrive during these uncertain times.

Hosted By: Dr. Dean Smith, PHD, CPA (Illinois), CPA (ON, MB), CFP, STEP, RWM™

Featuring Guest Speaker: Society of RWM™ Member, Stefanie Keller, CFP, RWM™

And the Society of RWM™ Board Members:

• Evelyn Jacks, RWM™, MFA™, DFA-Tax Services Specialist™ and President ofKnowledge Bureau
• Jean-Pierre Laporte, CEP, Integris Pension Management Corp.
• Kristin Ramlal, B.Comm (Hons.), PFP, CIM, FCSI, RWM™, Canada Life Securities Specialist and QTRADE Advisor
• Jennifer Snyder, RWM™ and President of Doyenne Insurance and Estate Planning Ltd.
• Alan Rowell, RWM™, MFA™, DFA-Tax Services Specialist™ and CEO of The Accounting Place

Why Attend? This Meeting of the Minds event has been developed by the Society of Real Wealth Managers to engage like-minded advisors in conversation for three reasons:

• To provide an opportunity for collaborative networking and professional growth
• To reinforce our shared purpose in practice management: The Real Wealth Management™ Multi-stakeholder Framework
• To facilitate client referrals as a result of our professional development and relationship building

What Will You Learn? Three Key Benefits:

• What is impacting wealth preservation today?
• What may change in the future to impact wealth preservation?
• What should financial professionals to do help client’s avoid wealth eroders?

The Focus of the Content:

• What is Real Wealth Management™?
• Recap of Government Debt situation
• How is the Government going to generate the revenue?
  • Wealth Tax?
  • Home Equity Tax
  • Capital gain inclusion rate change
• How to avoid wealth eroders: tax, fees and inflation
• How to invest in volatile markets with confidence for wealth preservation
• Impact on wealth preservation for those forced into early retirements?

Why Join the Society of RWM™? Collaboration is hard, but it's the right thing to do. In fact, it's critical for tax, bookkeeping, legal and financial advisors to work together to effectively manage their clients' wealth.

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