The Kahanoff Conference Centre 105 - 12th Ave SE, Room 203 11:30 - 1:15 PM
Risk Management & the Advanced Financial Planner
Identifying risks that impact client financial security and designing strategies to mitigate or eliminate these risks is a key role for the advanced financial planner. This session will focus on identifying and prioritizing risks, helping clients understand the need to act on risk reduction strategies, and working with clients to implement the solutions to risk management.
This Lunch & Learn will discuss risk mitigation steps used by professionals in the areas of portfolio management, insurance, legal and estate planning. Group participation from the advanced financial planner perspective will ensure your attendance is well rewarded.
Register today to network with your R.F.P. peers, financial planners, invited guests and other professionals. R.F.P. members may invite staff, para-planners and guests interested in becoming R.F.P. professional financial planners to attend this interactive session.
Our guest speakers will provide high level information on their experiences in this area. Russell Todd will facilitate the group discussion and questions posed to the speakers.
Please come prepared to share your experiences in this important area of practice management.
A light sandwich lunch will be provided in the registration fee of $25.00
R.F.P. members who register for this event, may invite ONE support staff or other guest interested in becoming an R.F.P. professional planner, for free.
You must register your guest separately by emailing their name and contact information to Tracey Kutny at admin@iafp.ca.
Event Time: 11:30 to 1:15. Please arrive on time, as the speaker starts at 11:45.
Cost: $25.00 - Light lunch provided.
Registration closes 5 days before the event (Sept 6th).
There are a lot of people calling themselves financial planners, but an R.F.P. has the specialization and qualifications to ensure you are getting the most comprehensive financial plan available. Find one near you.
