GAME CHANGER SEMINAR
You're not going to want to miss out on this event
Surveys confirm that your clients want your involvement in their wealth management. Learn how to successfully incorporate financial planning and wealth management, some of the most valued services by clients, to your accounting practice.
CPA Ontario revised Rule 216 in 2016. You now have the opportunity to integrate Financial Planning and Wealth Management services into your firm. This is an opportunity for you to be an early adopter of this value added Service.
Connecting you and your client's Best Interests.
Date of the Event: Monday September 18th 2017
Time: 8:30am - 4:00pm
Location: Sandman Signature Hotel, 55 Reading Ct, Toronto ON.
RSVP By September 12th 2017
You can RSVP to Shelby Cockhill either by phone at 905-891-6052 x 9 or by email at email@example.com
Mitch Anthony: Top-rated, National Speaker and Best-Selling Author
Ed Drake: MSFP, AEP, CFP, Top CPA Focused US Advisor
Paul Tyers: CPA, CFP, Winner of the Global Financial Planning Award
Matthew Asser: MTI, CIM, FCSI, CFP, Coach to Canada's Top Financial Advisors