We had our first joint event with BDO this past month – a Pint and a Plan … and it was a great success. Diego moderated our panel of experts, made up of Joel Rusell of BDO, and our own Jennifer Walker. With the craft brews flowing, an engaged audience of accounting professionals, and small business owners learned about some of the challenges and solutions in each stage of their business.
We have enjoyed educating employees on their benefits and financial planning issues for years. This was our first venture outside of the office, and we are thrilled with the success. Watch for news of our next event in the coming months.
October is a month of beautiful colours and changing temperatures. Before the holiday season starts to overwhelm the calendar, let's connect and make sure that your financial plans are working. Give us a call today.
"I'm so glad I live in a world where there are Octobers." - L.M. Montgomery
