Michael Curtis

Vision Systems

Michael Curtis

Vision Systems

Biography

As an R.F.P., you hold yourself to the highest standards of excellence and integrity. Taking your business to the highest level requires next-generation planning software.

Michael Curtis has spent over 20 years developing and evolving the Vision Systems planning software suite. This integrated suite includes VisionWorks™ (personal planning), CorpWorks™ (private corporations), and TrustWorks™ (personal trusts). This next-generation suite is by far the most scalable, complete, and accurate planning software anywhere. And it is the only software that enables you to create plans that embody your knowledge and skills.

Michael is the author of “Client-Centred Life Planning: The Art and Science of Life Planning” (2nd edition, 2020).

All sessions by Michael Curtis

LEARN WHY FINANCIAL PLANS CAN SABOTAGE OR HELP YOU BUILD TRUST

02 Oct 2020
3:50 pm - 4:50 pm
Breakout Session

REGISTER NOW

Members: $495.00 plus tax | Non-Members: $595.00 plus tax
2 Day Symposium, October 1 + 2 : $445.00
Sneak A Peek/Advanced Education Day: $150.00 plus tax

You will be directed to the registration page on iafp.ca to complete the transaction. *non-member registrations are subject to approval