General Meeting

  • 06 Oct 2014
  • 5:30 PM - 8:30 PM
  • Calgary Golf & Country Club

Registration


Registration is closed
Speaker: John Amonson and Tom Netzel

Topic: Net Worth Management in Estate Planning

The Fee-only Net Worth Advisory Model: Creating a Platform for Fully Integrated Team Planning.

Our world is changing. Regulators are demanding increased disclosure; escalating  client demands will follow. Explore with John Amonson and Tom Netzel how the Fee-only Net Worth Planning Model aligns client and advisor interests, supports effective team based integrated planning, and facilitates effective ongoing client service.



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