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LEAP Focus Day

Jam packed day.

aileen-sargent
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LEAP Focus Day

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  1. Jam packed day Attention allQualified Financial ServicesLEAP Licensees. The agenda for theWednesday March 30, 2005 at the Holiday Inn – Yorkdale is as follows:9:00am – 9:30am        Completion of the PS&G model from the CFQ 9:30am – 10:00am Problem Identification Worksheet Review Resource Identification Worksheet Review 10:00am – 11:00am    Rachel Blumenfeld LL.B  Charitable Remainder Trusts 11:00am – 12:00am    First Case Review12:00  – 12:45pm        Lunch12:45 – 2:15pm           Case #2 RRSP Move2:15pm – 3:00pm        LEAP Philosophy 3:00pm – 3:15pm Break3:15pm – 4:30pm       Case #3 RE-FI Move Please bring your laptop and present plan worksheets.Please confirm your attendance with Nicole at (416) 630-4000 ext. 300.  Please make your cheque in the amount of $75.00 payable to Qualified Financial Services and send to my attention at:Qualified Financial ServicesAttn: Dianna Sebastiao3625 Dufferin St, Suite 340Toronto ON M3K 1Z2 LEAP Focus Day Second only to the Symposium

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