© 2024 Waterloo-Wellington Estate Planning Council - All Rights Reserved
Apr 11, 2019 - Tales from the Financial Advisors
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Speakers:
Theresa Dietrich CFP®, CLU, CHS, FDS, CEA, BMath
Nicky Trasias CFP®
Topics: What products have you used in client situations to create estate benefits?
Agenda:
- 5:30pm: Networking & Drinks
- 6:00pm: Dinner
- 6:45pm: Speaker
- 8:00pm: Adjournment