September 13 - 14, 2024|Toronto
Questions? Call: 1-800-970-4355

Workshop Details

Sep. 14, 4:30 PM - 5:15 PM EDT

Financial Planning Pitfalls, Tax Traps, and Missed Opportunities with Objective Financial Partners

Financial planning has a lot of interrelated components, as a result, it’s easy for clients—and sometimes even their advisors—to fall into planning tax traps and miss planning opportunities. In this presentation, we will explore eight planning pitfalls, five planning tax traps, and commonly missed planning opportunities. 

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Nancy Grouni
Financial Planner
Objective Financial Partners Inc.