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The PlanPlus Global Financial Planning Awards
Canadian Institute of Financial Planners (CIFPs) National Conference
FPA Asia 2015 India Conference & COFP India Annual Convention 2015
IPC Advisor Support Professionals Conference
PlanPlus Breakfast Talk
IPC Advisor Conference
FPA Annual Conference – BE Boston 2015
The PlanPlus Global Financial Planning Awards 2015 open for submissions. Compete to become one of the top three planners in your region.
Start: Wednesday, April 1, 2015 at 8:00am
End: Monday, June 1, 2015 at 5:00pm
The CIFPs hosts its 2015 Annual Conference at The Westin Bayshore in Vancouver, BC. PlanPlus representatives will be in attendance and will be happy to speak with you at Booth #16. On June 6th at 8:45am join Shawn Brayman (PlanPlus President), Paul Resnik (FinaMetrica Co-Founder), and Gordon Gibson (Retired from National Bank Financial) for a panel discussion: Anatomy of a Robo-Advisor - Where does advisor value start and stop?
Start: Wednesday, June 3, 2015
End: Saturday, June 6, 2015
Financial planning professionals from around the world will attend the Financial Planning Association's International Community Meeting and the COFP India Annual Convention. PlanPlus representatives from Canada, Malaysia and India will be there and look forward to seeing you at our exhibit booth.
Start: Wednesday, June 10, 2015
End: Saturday, June 13, 2015
PlanPlus will participate as an exhibitor at the IPC Support Conference in Toronto, Ontario. Speak with our representative who will be more than happy to answer your questions.
Start: Monday, June 15, 2015
End: Tuesday, June 16, 2015
PlanPlus hosts a special Breakfast Talk Seminar in which Shawn Brayman and Wee Hen Tang will discuss International Trends in Regulation and Investment Advising and will talke about How to run an Efficient & Profitable business whilst meeting regulatory requirements?
Monday, June 15, 2015
8:00am - 12:00pm
PlanPlus is a participating sponsor of the 2015 IPC Advisor Conference.
Start: Sunday, September 13, 2015
End: Tuesday, September 15, 2015
Once again PlanPlus is proud to be a part of the annual FPA Conference. As an Institutional Member and International Sponsor, we look forward to meeting old and new friends. Drop by our Booth #928 to speak with a PlanPlus representative.
Start: Saturday, September 26, 2015
End: Monday, September 28, 2015
PlanPlus President, Shawn Brayman will attend the Institute of Advanced Financial Planners Symposium in Niagara Falls, Ontario as a speaker.
Start: Wednesday, September 30, 2015
End: Saturday, October 3, 2015