Apr 11, 2019 - Tales from the Financial Advisors

Location: Golf's Steak House & Seafood, Lancaster Street West, Kitchener, ON, Canada

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

RSVP

Apr 11, 2019 - Tales from the Financial Advisors