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Qualified Financial Services presents LEAP FOCUS DAY #3 on Thursday, June 9, 2005

Qualified Financial Services presents LEAP FOCUS DAY #3 on Thursday, June 9, 2005. Bring your laptop and Present Plan Worksheets. Agenda The efficiency calculator What does it do? & What does it mean? Complete Case Study- Paper version & Software version Person A Person B

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Qualified Financial Services presents LEAP FOCUS DAY #3 on Thursday, June 9, 2005

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  1. Qualified Financial ServicespresentsLEAP FOCUS DAY #3on Thursday, June 9, 2005 Bring your laptop and Present Plan Worksheets Agenda The efficiency calculator What does it do? & What does it mean? Complete Case Study- Paper version & Software version Person A Person B A new version to a familiar concept RESP Move with David Cooke Prestige Referrals Present Plan Reviews All attendees, please bring a Present Plan Location: Holiday Inn-Yorkdale All day event Time: 9:00am – 4:30pm $75.00 Attendance Fee Lunch will be provided *Available to QFS LEAP Licensees only Please confirm your attendance with Dianna at (416) 630-4000 ext 304 or email marketing@qfscanada.com If you haven’t already done do, please make your cheque in the amount of $75.00 payable to Qualified Financial Services and send to my attention at: Qualified Financial Services Attn: Dianna Sebastiao 3625 Dufferin St, Suite 340 Toronto ON M3K 1Z2

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