Nancy Grouni's Schedule
Financial Planning Pitfalls, Tax Traps, and Missed Opportunities with Objective Financial Partners
Saturday, September 14, 2024, 4:30 pm - 5:15 pm
Focus: FINANCIAL AND ESTATE PLANNING
Financial planning has a lot of interrelated components, as a result, it’s easy for clients—and sometimes even their advisors—to fall into planning tax traps and miss planning opportunities. In this presentation, we will explore eight planning pitfalls, five planning tax traps, and commonly missed planning opportunities.
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Nancy Grouni's Profile
Nancy Grouni had a 20-year career as an investment and insurance advisor with two large wealth management firms before becoming a fee-only financial planner. As a certified financial planner (CFP), Ms. Grouni has been interviewed and contributed to, a variety of publications and financial websites such as the Globe & Mail and the Financial Post.