Join the Society of RWM to Connect, Contribute and Collaborate

There are three secrets to building a brand:  knowing your story, building a network, and sharing that story with your network.  On May 26^th, we are giving you an exclusive opportunity to do so with a national networking opportunity. But there is one catch:  you will need to be prepared to have fun and build your professional connections.   

This is an exclusive event a professional group you may wish to join:  the Society of Real Wealth Managers.  To take advantage of this exclusive Real Wealth Manager (RWM™) virtual speed networking session where you will have an opportunity to Connect, Contribute and Collaborate with other likeminded RWM™.

This event will allow you to engage with other Real Wealth Managers™ one-on-one to help you meet prospective mentors, partners, and clients, while gaining access to the necessary professional contacts and resources outside your financial discipline for use your day-to-day practice to best enable your client’s financial peace of mind.

Let us help YOU get your name and brand known TODAY by saving the date to join us on May 26^th.

Society Members will receive an exclusive invitation with RSVP link by email.

Once you’re an RWM™ (undergrads included!) you are able to join the Society of Real Wealth Managers™. Here are some of the reasons Society Members believe in participating in the program.

"Client needs are complex and nuanced which demand the level of holistic stewardship that only the RWM™ can provide." – Mark Taucar, CFA, RWM™

"I believe in the importance and power of thoughtful planning. The key is to never make assumptions but instead to always understand the math. When you go broad and deep in your analysis, you will always be surprised what you find." – Doug Nelson, B.Comm(Hons), CFP, CLU, MFA, CIM, RWM™

"My approach to financial planning includes taking a comprehensive approach. I want to hone my skills in planning and work with like-minded professionals." – Jackie Porter, CFP, EPC, RWM™

“Professional development and networking opportunities are integral to the creative thinking that is needed to advise companies well, in an increasingly competitive world." – Jenifer Bartman, CPA, CA, CMC, MFA, RWM™

Your $295 annual membership fees provide the following benefits…

Network and Learn with RWM™ Peers:

• Connect and collaborate at exclusive RWM™ events (Meeting of the Minds, speed networking, and DAC RWM™ Receptions).
• Preferred rates for Knowledge Bureau live and virtual events including CE Summits and DAC.
• Participate in the Member-to-Member Referral Program

Access Valuable Special Privileges:

• Get listed on the national Society of RWM™ Member Directory.
• Promote your RWM™ achievements with your member badge for your website and social media
• The RWM™ Discovery Tools are included with your membership ($795 value)
• Earn 15 non-verifiable CE/CPD credits (which maintains annual RWM™ Designate accreditation requirements)

Save the Date for the next event exclusively for Society of RWM™ members:  May 26^th at 3:30pm CST: Virtual Speed Networking Event!

As a member of the Society of Real Wealth Managers, you will have an opportunity to Connect, Contribute and Collaborate with other likeminded RWM™ in a 1-on-1 to help you meet prospective mentors, partners, and clients, while gaining access to the necessary professional contacts and resources outside your financial discipline for use your day-to-day practice to best enable your client’s financial peace of mind.