Transcript Attention all Qualified Financial Services LEAP Licensees

Jam
packed
day
Attention all
Qualified Financial Services
LEAP Licensees.
The agenda for the
Wednesday March 30, 2005
at the Holiday Inn – Yorkdale is as follows:
9:00am – 9:30am
9:30am – 10:00am
10:00am – 11:00am
11:00am – 12:00am
12:00 – 12:45pm
12:45 – 2:15pm
2:15pm – 3:00pm
3:00pm – 3:15pm
3:15pm – 4:30pm
Completion of the PS&G model from the CFQ
Problem Identification Worksheet Review
Resource Identification Worksheet Review
Rachel Blumenfeld LL.B
Charitable Remainder Trusts
First Case Review
Lunch
Case #2 RRSP Move
LEAP Philosophy
Break
Second only
Case #3 RE-FI Move
to the
Symposium
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 Services
Attn: Dianna Sebastiao
3625 Dufferin St, Suite 340
Toronto ON M3K 1Z2