2021 was a year 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. These Real Wealth Managers™ will share the timely triggers that may be impacting your clients’ holistic planning solutions in 2022 and why Real Wealth Managers™ are poised to help.
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
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