Monday, June 24

Networking & Best Practices for Full Cost Disclosure

Hosted by Passionate Advisor: FINANCIAL ADVISORS - Join us on June 24, 6:00pm - 8:00pm for drinks, food and insights within your practice.

By Passionate Advisor

Date and time

Monday, June 24 · 6 - 8pm EDT

Location

Brewing Brokers

3153 Yonge Street Toronto, ON M4N 2K9 Canada

Refund Policy

Contact the organizer to request a refund.

Eventbrite's fee is nonrefundable.

About this event

2 hours

Hosted by Passionate Advisor: Join us at the Brewing Brokers on June 24, 6:00pm - 8:00pm, for food, drinks and an insightful discussion on navigating full cost disclosure in your practice to strengthen your client relationships.

Tailored to the unique practices in our industry, our 20 minute presentation will cover methods to navigate transparency with your clients regarding cost disclosure, AI, planning and more!

Don't miss this opportunity to mingle, learn and strategize among other financial advisors!

Plus, all proceeds from ticket sales will be donated to Daily Bread Food Bank, supporting efforts to eliminate food insecurity and advocate for solutions to end poverty.

Organized by

Passionate Advisor