Newsletter 2 - February 2024
Welcome to the February newsletter where we highlight our Thought Leader program, recap our latest posts and share the latest news on PWFO!
PWFO is a members-benefit, designation-granting Association for Finance Professionals serving Families and Private Clients. One of the benefits it provides to members is assembling Thought Leaders with expertise in a specific domain of financial services. They publish articles to offer PWFO members guidance and insight in their field of expertise.
In case you missed our January posts, here's a recap:
The internet has democratized access to financial information and services...
If you would like to explore this topic further or learn about specific case studies and success stories in the realm of impact investing, please feel free to reach out....
Why not explore ways to expand the educational offerings within our association or among your services or simply discuss specific strategies for nurturing financial education and legacy preservation, please do not hesitate to reach out?
PWFO Courses
You still have the chance to sign up for one of our courses. You can find a list of all our courses on https://www.pwfo.org/store.
This month, we are offering a 20% discount to all our members on one of our courses. Please click on the link below to find out more about the course. And get in touch with us on [email protected] to benefit from the discount.
The Wealth Game - (Mapping) Your Journey to Financial Security
Apprentice Program
If you're interested in having trainees work on your projects or assist you and ultimately becoming suitable candidates for recruitment, contact us for a chat at [email protected].
