About this Event
As an accountant, you already understand the technical side. This seminar is about what happens beyond the numbers:
The value of having a wealth management partner who helps you stay accountable, keeps important decisions moving, and genuinely cares about your family’s life.
Join us for a conversation about the human side of wealth management and what it takes to keep good decisions moving forward:
• Learn how behaviour can influence financial decisions more than most people realize
• Learn why accountability is often the missing piece in family wealth planning
• Learn how proactive guidance helps busy families follow through on important decisions
• Learn what to look for in a team that is genuinely invested in your family’s life
Seats are limited. A catered lunch will be provided. Register today.
Event Venue & Nearby Stays
Kalinka Group - IG Private Wealth Management, 3671 Uptown Boulevard, Victoria, Canada
CAD 0.00
