Please join us for the May Tax & Estate Knowledge Circle where Claire will be covering core tax concepts related to stock incentive plans.

Guest speaker Brian Wruk will discuss vital considerations regarding Financial Planning for clients that have ties to Canada and the USA or are transitioning across the border.

Explore the transformative potential of using AI in your marketing efforts while also navigating the associated risks and compliance requirements.

Are you helping your clients determine if it's best to remain in their current home as they age or to embark on a journey to finding a new residence?

Guest speaker Caleb Harty will provide a demonstration of this innovative tool that can help advisors calculate future cost for special needs families and clients.