(NEXT WEBINAR) 📉 From Client Meeting to Confident Recommendations: A Live Financial Planning Case Study

We are organizing a webinar dedicated to the presentation of a live financial planning case study on Wednesday, October 7th at 10 a.m. (Pacific Time) / 11 a.m. (Mountain Time) / 1 p.m. (Eastern Time).

This webinar has been reviewed by FP Canada* and qualifies for:

• 1.0 CE Credit (Financial Planning) for FP Canada Certificants and/or.
• 1.0 CE Credit (Professional Development) for CIRO MFD participants.

During this webinar, we will review several projections to show you how:

• Build a financial plan more efficiently
• Reduce manual data entry using AI-assisted workflows
• Compare multiple planning strategies with confidence
• Stress test retirement plans against market uncertainty
• Present recommendations in a way clients understand
• Deliver more value in every planning conversation

Can’t watch live? Register anyway, and we’ll send you the recording! (CE Credits can only be provided to live attendees.)