PRESENTATION TITLE:
Live A Rich, Fulfilling Life!
PRESENTATION OBJECTIVES:
- Why you must strive to live a Rich, Fulfilling Life
- Overview of the biggest tax problem you have
- How living a Rich, Fulfilling Life can help you solve it
Saad Nadeem is the founder and CEO of Rich Fulfilling Life Wealth Management. Before being a successful independent entrepreneur and a Certified Financial Planner, Saad was one of the top 5 advisors at a large national wealth management firm. Saad has received an honorary
Bachelor’s of Economics degree from McMaster University. Additionally, he is also a designated Chartered Life Underwriter (CLU) and a Registered Retirement Consultant (RRC).
Saad’s belief in providing unparalleled and conflict-free advice to his clients has been a distinctive feature of his practice. This has allowed Saad to consistently provide coaching and motivational speeches to over 500 fellow professional advisors.
Throughout his past tenure, Saad realized that at most establishments, physicians were seen as walking wallets to most advisors. Their wealth was seen as a dollar sign and there wasn’t much, if any, true value that was provided to them. It was then that Saad decided to take a bold step and create the ideal practice for his clients to achieve Financial Peace and live a Rich, Fulfilling Life.
Saad set about creating a team of skilled and positive individuals that helped him on his journey. Offering unique solutions and strategies, Saad has been able to set a different tone for his practice and his clients.
