Advocis Winnipeg and Manitoba Financial Literacy Forum Round Table
Event Information
About this Event
Join us, as we discuss how the pandemic has changed financial literacy delivery for you.
Many of us have been working remotely a great deal. With that we have less opportunity for impromptu discussions with colleagues when we can share ideas and what we are experiencing. This event will provide us with such an opportunity. With COVID-19 still very much affecting our day-to day lives, has there been a shift in emphasis or new areas of concern by your clients? Is there even more emphasis on financial literacy in your workday than you may have noticed in the past? Have you made changes in the services you deliver related to financial literacy because of COVID-19?
Share with others what has changed for you, what has worked and what hasn’t. Also because this event is not just for financial advisors but also members of the Manitoba Financial Literacy Forum, you may pick up a tip or two at the same time from someone with a very different perspective.
Moderated by Cynthia Duncan MBA, CFP®, CLU, FMA, FCSI, CIWM, TEP, Co-Chair of the Manitoba Financial Literacy Forum and Financial Literacy