CPA Toronto Accounting Group

Tue, Oct 28 · 7:00 PM EDT

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Online

A Financial Plan -How does AI come into play. - Sponsored by Jeffrey Gregory

Online

| Thanks for attending one of TheGAAP.net past webinars. |
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| Next Tuesday’s event @ 7:00 p.m. will be another important webinar to attend: |
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A Financial Plan - Why its needed more than ever before & how does AI come into play - Sponsored by Jeffrey Gregory

Details:

TheGAAP.net and TFN

Presents:

A Financial Plan - Why its needed more than ever before and how does AI come into play?

Sponsored by Jeff Gregory

Join us for an engaging two-hour webinar on Tuesday, October 28, 2025, from 7:00–9:00 p.m. EST

The topic will be a breakdown of all criteria in a comprehensive financial plan. Most Canadians consider a retirement plan a financial plan, but it is only one component of the bigger picture. The generation gap has led to a difference of preferred methods. Those that prefer the human connection, those that only want to use AI based technology and those in-between.

This session will assist in understanding and de-mystifying the financial plan, how budgeting, retirement and estate matters are all the same issue, and also working within the preferred methods of having a plan developed.

If you are beginning your working career or already sailed into the retirement waters, this presentation will help you realize that everyone needs a good plan and there is no better time than today with all the economic challenges every Canadian faces daily.

Speaker:

Jeffrey Gregory BA, CFP, CLU, CHS, EPC, RIS has been in the financial services industry for over 25 years. Not only helping hundreds of individuals, families and business owners work towards financial contentment utilizing tax efficient strategies but providing it in a comfortable and pleasant manner. Brittany Secker RIS has been in the financial services industry 13 years. She brings a valuable perspective to her clients and prospects by her enhanced knowledge and captivating personality to help reach their financial goals. Together this presentation will be the perfect start to 2025.

Registration:

A Financial Plan - Why its needed more than ever before & how does AI come into play - Sponsored by Jeffrey Gregory

Testimonials:

After meeting with Mr. Paul and other motivated colleagues at the monthly get-togethers, I was reminded to consider and re-consider my action plan regarding my future employment and my interest in accounting. Being with other motivated and likeminded people is invaluable because it keeps your head in the game when life throws you curve balls or you hit a wall unexpectedly. - Prash Chandrasegaram

“The sessions have been very helpful in gaining practical understanding of various topics. The speakers are very experienced, and their material is well-presented! Thank you!” - Nikita Padia

"Hi Paul, I appreciate all the webinar events that you organize – I have been successful in learning lots of information and earning CPD too. Also, I appreciate the networking opportunities. Thank you." - Lisa Blackburn

"The talks have helped me create more informed plans regarding my financial plans! Very informative!" - Rahi Tajzadeh

"Great workshop, very valuable and inspiring. I would like to attend the workshop again." - Chiedozie Megwa

"Each event is fantastic! I learn something new every time that will help me in my professional and personal life. I hope to be a regular in TheGAAP.net events." - Mrigank Kabra

"The workshop was very informative and well organized, covering the relevant topics and providing the right amount of content. The audience had adequate opportunity to ask questions to the speaker and interact with the fellow attendees. It was a workshop worth the time and cost. Look forward to attending the future workshops." - Kul Makkar, Director ITA Canada

Organizers:

Paul Calleri, Founder of TheGAAP.net and the CPA Toronto Accounting Group

Larry Cooper, Founder of TFN (The Finance Network)

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