The Kahanoff Conference Centre 105 - 12th Ave SE, 2nd Floor 11:30 - 1:15 PM
BUILDING A FEE-ONLY BUSINESS
Opportunities, Challenges and Risks Associated with Building a Fee-Only Business.
1) What is a credence good (service) and how does it relate to our business?
2) Can you build a Financial Planning business without the potential conflict of commissions?
3) How does the tax deductibility of fees enter into the picture?
4) Could regulatory changes put planning businesses at risk?
John Amonson, R.F.P. will walk professional planners through some of the challenges, successes and risks associated with building a successful planning focused financial services business.
Register today to network with your R.F.P. peers, financial planners, invited guests and other professionals.
R.F.P. members who register for this event may invite ONE support staff or other guest interested in becoming an R.F.P., for free. (To assist with food requirements, please enter the name and email address of your guest in the question box during the registration process.)
A light sandwich lunch will be provided in the registration fee of $25.
John Amonson MBA, R.F.P., TEP, CIM President, Unbiased Financial Services
John served the first thirteen years of his finanical services career in the Trust industry.
He created Unbiased Wealth Management in 1999, Unbiased Financial Group in 2014, and Unbiased Family Office in 2018.
The Unbiased Family Office provides Net Worth management for individuals and families of significant wealth.
John has served on the Board of Directors of the Southern Alberta Chapter of the Canadian Association of Finanical Planners, Calgary Estate Planning Council and is the Past President of The Institute of Advanced Financial Planners.
John and Nancy, his wife of 37 years, have two grown children and three grandchildren.
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 Friday, March 15, 2019
We look forward to seeing you on March 19th!
Russell Todd, R.F.P. (Retired), Program Chair
Last updated: 22 Jul 2019 12:36 AM
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