The somber days of November are here as the trees lose their leaves and thoughts turn to remember our good fortune due to fallen war heroes. Contact us any time with any needs or ideas you have. Wishing you a good month! Linda, Melanie, Marina and John […]
Read More… from November News: Lest We Forget
Ethics impact us in many ways, from the dilemma of Climate Change to abiding by the law to the work we do with our clients. The definition of ethics that is also known as moral philosophy is: the discipline concerned with what is morally good and bad and morally right and wrong. Thankfully, we are […]
Read More… from Our Next Webinar – November Ethics Analysis For Your Ethics’ Credits For 2021
FDRIO is hosting their one-day conference on November 15th with a number of interesting sessions that you may wish to attend. A few of the topics they are highlighting are: Access to Justice, Intimate Partner Violence Fertility Justice Professionalism – Diversity Tips & Traps in Financial… […]
Read More… from FDRIO 1-Day Conference – FDR Under The Microscope
We learned a lot from Blair to assist in doing an accurate and thorough job when dealing with applying the tax rate to registered assets or assets that will have tax paid on them in the future. Not only did we hear about the use of average or marginal tax rates, using a blended rate […]
Read More… from Tax Rates And Divorce
It is always an amazing experience to meet and interact with professionals from all over the world who are colleagues helping clients just like we do. You glean new nuggets of wisdom that you can incorporate into your practice, grow and share the same challenges in many cases. The need for a peacemaker approach using […]
Read More… from IACP Forum – Lighting The Way Together Highlights
Just a reminder that some of you may have missed renewing for the October 31st deadline and now will not have access to the webinars, resources on the website or the Perspectives™ software. Just click here to renew https://www.afds.ca/ or contact us with any questions to help you maintain your designation. You will need to have your […]
Read More… from Membership Renewal – Don’t Forget
The challenges and fall out from COVID are prevalent for families as all struggle to find some seed of normal in the world today and we are tasked with helping. Linda, Melanie, Marina and John […]
Read More… from Happy Thanksgiving!
We are beginning to work on a mentorship program to assist the newly minted CFDS graduate or anyone struggling to bring this niche into full swing in your practice. Watch for more information coming from marketing to implementation. […]
Read More… from Coming for your benefit – Mentorship Program
If you want to broaden your horizons, register for the International Academy of Collaborative Professionals Forum to be held October 28-31st. Whether live or online, you could meet fellow practitioners from all parts of the world and share the knowledge or experience that allows you to grow in this field. Workshops are offered for all […]
Read More… from IACP Forum – In San Diego, CA or Online for October
Susan shares her passion as our first Ambassador who has blazed trails with becoming the first financial professional as President of the local Collaborative Practice group. The vision and ideas that Susan brings to our professional are talked about in the interview we did with her to understand what motivates Susan in her work as […]
Read More… from Listen to Our First Ambassador, Interview with Susan Nardi