Transforming the Wealth Planning Experience

24 Sep 2021

10:45 am - 11:45 am

Transforming the Wealth Planning Experience

Co-founders, Tarsem Basraon and James Fraser will walk through Planworth’s financial planning software and demonstrate how the platform helps advisors deliver, and their clients achieve, tailored and comprehensive planning solutions, now and over a lifetime.

IAFP VIRTUAL SYMPOSIUM

3 Day Symposium, September 22 – 24

EARLY BIRD PRICE – ENDS JUNE 30TH

Members: $395.00 plus tax | Non-Members: $495.00 plus tax

Sneak A Peek/Advanced Education Day

1 Day Event, September 22nd:

$150.00 plus tax

AFTER JUNE 30

Members:$495.00 plus tax | Non-Members: $595.00 plus tax

MEMBER REGISTRATION *

NON-MEMBER REGISTRATION *

SNEAK A PEEK REGISTRATION *

* Please be sure to include your MAILING ADDRESS in order to receive your delegate package