FVCPAA 7th Annual Conference Day
Online Resources
As an attendee of the 2019 FVCPAA Conference Day, you have access to speaker and presentation materials from the sessions at the Conference.
Please note that the information contained in these documents and PowerPoint presentations is proprietary and is intended solely for your personal reference. Do not share the password provided to access this page with anyone.
Cindy Boury – The Power of Trusts in Wealth Management
This document is copyrighted and cannot be used or reproduced without the prior written approval of the author.
Sherri-Lee Woycik – 5 Steps to High Converting Facebook Ads
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Carol Bellringer – Money Laundering
Tom Morton – The Mortgage Investment Corp (MIC) – RRSP Rule & Impact of Prohibited Investment Rules
This document is copyrighted and cannot be used or reproduced without the prior written approval of the author.
Trevor Holmgren – Informal Tax Court, How to Represent Your Clients
These documents are copyrighted and cannot be used or reproduced without the prior written approval of the author
Jason Wong – Managing Workplace Stress: Signs & Strategies
These documents are copyrighted and cannot be used or reproduced without the prior written approval of the author.
Shawna Vandeven – I Have a Claim. . . or do I?
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Joyce Drohan – Artificial Intelligence
This document is copyrighted and cannot be used or reproduced without the prior written approval of the author.