On February 26th, I’m pleased to be moderating a panel discussion on “The Future of Financial Planning in North America”, hosted by the Toronto Board of Trade. The event takes place over breakfast, from 7:30am until 9:00am. Tickets are $69 for members, and $89 for non-members. To register, please click here.
On the panel will be Cary List, President and CEO of the Financial Planning Standards Council (which is Canada’s certifying body for the CFP designation), and Kevin Keller, CEO of Certified Financial Planner Board of Standards, Inc. (which is the US equivalent). While I have a range of questions in mind, if you are unable to attend, perhaps you can send me any particular questions you might have and I can try to incorporate them into our discussion.