Connect and learn with like-minded professionals
We know how important it is to feel supported throughout your career as a bookkeeping professional. CPB Canada has established regional meeting communities across Canada where bookkeepers can share insights, keep up with industry updates and the latest in technology, and make meaningful connections with their peers. Not sure if there’s a meeting in your area? Find a regional meeting community near you.
Info
In this session, Taylor will go over the benefits of setting up a Health and/or Wellness Spending Account. We’ll look at the pros and cons of different options and what kinds of expenses they can cover.
Taylor will also share some examples from past client setups to give you a clearer picture. There will be plenty of time for questions and brainstorming about who might be a good fit for these accounts.
Presenter: Taylor Zimmerman
Taylor specializes in making complex financial topics simple and guiding his clients to make smart decisions for their future. He believes in a holistic approach, considering everything from planning for children and career changes to major purchases and health concerns. Taylor continually seeks to expand his expertise, recently completing his CIM designation to provide advanced investment management services.
Meeting Agenda:
- Informal networking and meal service from 5:00pm-6:30pm (each attendee is responsible for their meal tab)
- Zoom session begins at 6:15pm
- CPB Canada announcements and attendee introductions 6:30pm
- Presentation – 7pm – 8pm
- Informal networking and meeting adjournment 8pm-8:30pm
In Person: The Mill Craft Bar & Kitchen 4810 Calgary Trail NW, Edmonton, AB T6H 5H5
Virtual: Begins at 6:15 PM Zoom link will be provided upon registration.
Contact: Regional Network Chair - Bonnie Jensen-Walker - Email: bonnie@profitsr4u.ca & Regional Network Co-Chair - Jessica Goodall - cpbedmregionalnetwork@gmail.com
CANCELLATION: Meeting spaces may have a minimum registrant requirement. Out of respect for the regional network chairs who arrange these meetings and the fees required to run them, if you register and are unable to attend, please email your cancellation notice to your local RNC or regionalnetworks@cpbcan.ca so that the event space can be notified accordingly.