Heralding and Embracing Change: Transforming Lives Through Financial Planning

At Acuity 2025, Tony Mahabir, MBA, CMC, CIM, RRC, RWM, CFP, FDFS™, CEO and Private Wealth Manager, will lead a session titled “Heralding and Embracing Change.” A repeat motivational speaker, Mahabir at the annual conference for Distinguished Advisors, focuses on how financial planning can transform lives—especially in times of uncertainty.

See the full agenda and register by the September 30 early-bird deadline on the official conference site!

Change is inevitable, and those who embrace it can unlock personal and professional growth, as well as new investment and tax planning opportunities. Yet many people struggle to develop the mindset needed to adapt quickly and resiliently. This challenge affects clients, employees, and even family members alike.

In this session, Mahabir will explore strategies for financial professionals to guide their clients boldly and courageously. Attendees will learn how to help clients maintain momentum toward their goals while achieving financial peace of mind in 2025 and beyond. The discussion introduces fresh perspectives on embracing change and creating “happy landings” for clients, turning uncertainty into opportunity and growth.

Past Attendees on Speaker Tony Mahabir:

“Great session. Have to embrace digital tools to enhance your business.”

“Passionate, very positive presentation.”

“Loved his style of speaking and storytelling.”

“This speaker is relatable. I’m guessing he is popular among students.”

“Practical, enthusiastic, reality check.”

“Tony is always a captivating communicator, and his passion is felt through all of his presentations.”

About Gold Sponsor CANFIN:

Founded 28 years ago, CANFIN began providing comprehensive, integrated wealth management services to businesses and their employees, professionals, and individuals. Services include creating wealth, distributing wealth, managing, and preserving wealth. We ensure that success in each area integrates with systematic harmony. Coordinated with our team of professional analysts, asset managers, and tax specialists, our credentialed advisors develop custom-tailored solutions based on each client’s unique circumstance. Whether our advisors are portfolio managers, financial planners, or product specialists, we ensure that clients will always experience our full-service wealth solutions on our WM360º Platform. Please visit our website www.CANFIN.COM to learn more.