Meeting of the Minds: Triggers Impacting Holistic Planning Solutions

It’s been almost two years of personal physical, mental and emotional life triggers, coupled with many economic and financial changes.  How can just one financial professional ensure that their client's holistic wealth management plan is focused on tax efficient wealth sustainability with so many triggers at once? Join the Society of Real Wealth Managers™ and seven special guests for the next Meeting of the Minds: 360 Degree Trigger Tour on February 2 at 10 AM CST.   Register now for this complimentary educational event!

Registration is open to all Society of Real Wealth Manager™ members and their collaborative centers of influence. Non-members welcome as first-time attendees.

Real Wealth Management 360 Degree Trigger Tour

Featuring 7 Wealth Triggers from 7 Special Guests

The 360 Degree Real Wealth Management Trigger Tour

Bought to You by Knowledge Bureau

February 2, 10 AM CST

Featuring 7 Wealth Triggers from 7 Special Guest Speakers:

Evelyn Jacks, DFA-Tax Services Specialist, RWM, MFA, MFA-P

President, Knowledge Bureau

Tony D. Tony Mahabir, MBA, CMC, CIM, RRC, RWM, CFP FP Canada Fellow

CEO,CANFIN Financial

Kristin Ramlal, PFP, CIM, FCSI, RWM™                                                                                                                 

Securities Specialist with Canada Life Securities Ltd

Dr. Dean T. Smith, PH.D. CPA (Illinois), CPA (Ontario and Manitoba), CFP, STEP, RWM™

President, Cadesky U.S. Tax Ltd

Marie DeLauretis, B.Comm, CFDS, RWM™, RIS

Certified Financial Planner, Delauretis Wealth Management Inc

Alan Rowell, RWM™, MFA™, DFA-Tax Services Specialist™

CEO, The Accounting Place

Joanne Thomas, DFA-Tax Services Specialist™, RWM™

CEO, Tax Link Canada