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Products February 1, 2004
Product Helps Lifestyle Plan Development
January 14, 2003 (PLANSPONSOR.com) - A Toronto
company is out with a product designed to help investment
advisors and their clients in Canada develop the client's
lifestyle plan to complement their financial
blueprint.
Reported by Fred Schneyer
According to a news media release, AfterWorks, by AGF Funds Inc., is made up workbooks, toolkits and seminar material.
A short quiz gives investors a taste of AfterWorks, while another password-protected site provides advisors with more in-depth resource material and information.
AfterWorks is for Canadians of any age who visit an investment advisor to plan their finances, the company said.
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