Wealth Management for Accounting Firms

Strategies for Success Management, Marketing, Wealth & Succession

Calgary, September 13th - 9:00am - 5:00 pm
Mississauga, September 15th - 9:00 - 5:00 pm

with
Chris Frederiksen, CPA - 2020 Group USA, Corte Madera, CA
Joel Sinkin - Accounting Transition Advisors, New York, NY
Paul Tyers, CA, CFP, CIM - Wealth Stewards, Toronto
Jeff Borschowa, CA, Borschowa Business Builders, in Calgary
Richard Latimer, 2020 Canada, in Mississauga

Spend the day with 4 experts working with Professional Accountants across Canada and the US

Sponsored by

 

Seminar Speakers

Chris Frederiksen  Chairman 2020 Group USA

Joel Sinkin,  Accounting Transition Advisors

Paul Tyers, CA CFP  Wealth Stewards

Jeff Borschowa, CA, Borschowa Business Builders

Seminar Registration

Click Here for On-line Registration

Calgary, Sept. 13

Mississauga, Sept. 15