You’re Invited: Lesson 1 -  Introduction to Real Wealth Management

Are you interested in enhancing your value proposition and broadening your client service offering? Amplifying your referrals?  Becoming a more holistic wealth advisor? Then you may be interested in learning more about the Real Wealth Managers RWM™ Designation – a new designation that differentiates collaborative financial leaders in the marketplace. RSVP now for a complementary virtual Lunch & Learn on March 2 at 12 PM CST!

Join us for a sneak peek at Canada’s most dynamic new practice management program: March 2 at 12 PM CST.  It’s a complementary virtual Lunch & Learn featuring Chapter 1 of the RWM Program with expert instructor Dr. Dean Smith, Knowledge Bureau Founder of the RWM Framework Evelyn Jacks and Society of RWM™ Board Chair Kristin Ramlal.

It’s a great way to help you learn more about this modern new way to practice in the tax accounting and financial services and then make a risk-free decision to learn something new leading to new professional credentials.  

Today’s constant changing economic environment means clients are facing more financial and life triggers than ever. Prepare to provide your clients with a holistic approach to Real Wealth Management, by broaden your collaborative and leadership skillsets to help your clients accumulate, grow, preserve and transition their wealth from one generation to the next with sustainability; after taxes, inflation and fees.

 In this Introduction to Real Wealth Management™ session, you’ll take your first lesson and learn:

• What is the RWM framework?
• How does the RWM multi-disciplinary advisory approach to wealth management?
• What is sustainable family wealth and how can you help clients reach it?
• How to network and collaborate with other advisors to get the best outcomes

Who Should Attend:  Open to all collaborative financial leaders within the tax, accounting, bookkeeping, pension and benefits, portfolio management, financial and estate planning, retirement income planning, and family law.

When: Mar 2, 2022 12:00 PM in Central Time (US and Canada)

Where: Zoom, please register for your unique zoom access.