Embrace A Return on Life: September 25 at 11 a.m. CT

Financial professionals and thought leaders are gathering for a compelling Meeting of the Minds session tomorrow: “ROI or ROL: Redefining What Real Wealth Means to You.” This complimentary, one-hour virtual event explores a powerful shift in wealth management — move beyond Return on Investment (ROI) towards Financial Peace of Mind – a Return on Life. It’s about aligning financial strategies with purpose and helping clients achieve true peace of mind.

Register now and join the conversation.

The Heart of the Dialogue: Five Key Questions

Our panel of Society of Real Wealth Managers™ members — Kristin Ramlal, Stefanie Keller, Tony Mahabir, and Doug Buss — will share insights and strategies through five essential questions:

1. Uncovering the Money Purpose

How can advisors uncover the “why” behind money decisions and help clients align plans with their deepest values?

2. Defining Financial Peace of Mind

What does success mean to each client? Learn how to shift from performance-only planning to peace-of-mind planning.

3. Recognizing Misalignment and Course Correction

When clients drift from their money purpose, how do you know? Hear how reconnecting with purpose can transform outcomes.

4. Embedding Purpose in Ongoing Relationships

Discover strategies to keep purpose-driven conversations alive during reviews and client touchpoints.

5. Taking Action: Guiding Clients Toward Real Wealth

Practical takeaways and frameworks advisors can use right away to strengthen clarity, confidence, and trust.

Why It Matters

This isn’t just theory — it’s a chance to see how Real Wealth Management™ (RWM™) reframes the advisor’s role as the strategic lead, coordinating integrated, intergenerational solutions that serve the whole client and their family.

The framework addresses four essential elements of wealth decision-making:

• Accumulation – building resources with purpose
• Growth – maximizing opportunities, tax efficiently
• Preservation – protecting after-tax income and capital from wealth eroders
• Transition – ensuring wealth passes sustainably across generations

It’s a holistic approach that goes beyond transactions and portfolio returns, placing the client’s life goals at the center of planning.

Who Should Attend

This free session is designed for professionals across disciplines, including:

• Financial Advisors
• Tax Consultants
• Estate Planners
• Insurance & Investment Advisors
• Divorce, Eldercare, and End-of-Life Counsellors
• Accountants and Lawyers
• Portfolio Managers

If you want fresh insights, practical strategies, and a framework that empowers clients to find real meaning and security in their financial lives, this session is for you.

Bonus: Attendees will also receive an exclusive tuition offer to get started in the program.

Be Part of the Conversation

This is your chance to engage with leading voices, reflect on your client conversations, and connect with peers who are passionate about redefining wealth.

�� Register now to secure your spot.