Join us for this webcast featuring Eric Chevrette, President and Founder of IT360 Financial, as he unveils his innovative framework, the Wealth Algorithm.
Designed to empower advisors, this session will explore how to
optimize client outcomes by mastering the three essential financial phases: accumulation, withdrawal, and estate planning.
During the webcast, Mr. Chevrette will share his journey as a
financial leader and entrepreneur, providing valuable insight into his experiences while
breaking down the phases of the Wealth Algorithm, offering a clear understanding of its core framework. Attendees will then explore
real-world applications through case studies that highlight client-focused solutions. They’ll learn how to
transform advisory practices with proven strategies.
Why attend?
| Learn strategies to guide clients toward tax-efficient wealth transfer and portfolio consolidation |
| Discover how insured retirement plans (IRPs) and additional deposit options (ADOs) contribute to sustainable financial strategies |
| Gain unique insights into the psychology of business owners and their financial planning needs |
Earn 1 continuing education (CE) credit*
To get the CE credit, you must attend at least 90% of the session and obtain a result of 60% or higher on the quiz. If you meet the qualifying criteria, you’ll be able to download your certificate right away.
*This webcast is pending approval for 1 CE credit from multiple organizations, including Advocis, FP Canada, and provincial insurance councils.
Register today!
Date: February 11, 2025
Heure: 1 p.m. (ET)
This webinar will be recorded, and playback will be available.
Closed Captioning:
To ensure accessibility, closed captioning will be available in English and French.
