Events

PlanPlus Global Events

Announcing the 2020 PlanPlus Global Canadian Financial Planning Awards Winners

July 22, 2020—PlanPlus Global, a Morningstar company, announced the winners of the 2020 Canadian Financial Planning Awards competition, which recognizes excellence in the financial planning profession. The competition was launched in 2013 to help increase awareness and understanding of the important role played by financial planners in Canada. The competition

February 2020 Events

Jan 30 to 31 Mar – MFPYA 2020 – MY The Malaysian Financial Planner of the Year Award (MFPYA) competition is open for registration and submissions until March 31. For more information on the 2020 MFPYA competition go to www.planplusawards.com/mfpya. Register here. Jan 30 to 31 Mar – Canada Financial

November 2019 Events

Nov 19 – FP Canada Gala Dinner – Toronto, Ontario, CA Nov 20 – FP Canada Symposium – Toronto, Ontario, CA Nov 21 – OSC Dialogue – Toronto, Ontario, CA Nov 25 – Financial Planning Academic Forum (FPAF) – Melbourne, Victoria, AU Nov 26 – Personal Finance and Investment Symposium

October 2019 Events

Oct 8 – Exceptional Advisor – Toronto, Ontario, CA Oct 15 to 16 – AFS Annual Meeting – Minneapolis, Minnesota, USA Oct 15 to 18 – FPA Pre-Conference Events – Minneapolis, Minnesota, USA Oct 17 – NextGen Conference – Manchester, UK Oct 17 – Private Client Event Oct 18 –

September 2019 Events

Sep 8 to 11 – Private Client Event – St. Louis, USA Sep 11 to 13 – Bob Veres Conference – Omni Nashville Hotel, Nashville, USA Exhibitor and Speaker – Matt Glasgow and Shawn Brayman will attend Sep 11 from 1:30 to 2:30pm – Bob Veres – Shawn Brayman Presentation

June 2019 Events

Jun 2 to 5 – CIFPs Annual Conference 2019 – Vancouver, British Columbia, CA PlanPlus is a proud sponsor of the CIFPs Annual Conference 2019 to be held at the Westin Bayshore in Vancouver, BC., Be sure to attend Shawn Brayman’s presentation From Tolerance to Solution: Latest Research and Practical

I have been using FinaMetrica for over 17 years for onboarding new clients. They like the extensive value of the reports; but what we appreciate is the innovations in technology, the value of the client-facing materials and the development of the life-long client relationships as I get to really know their behavioral tendencies. FinaMetrica has assisted me in building a very successful practice and we highly recommend it for any advisor who wants to enhance the overall value of their client relationships.

Ron Wilkinson - Portland, Oregon, USA
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