Online Vancouver Island: Engaging with Older and Vulnerable Clients

 Registration is closed for this event

This presentation will review the emerging legislative and
regulatory landscape relating to the treatment of older and
vulnerable clients and explore some ideas about how
advisors and gift planners may deal with older and
vulnerable clients in the new landscape.

 

March 30th, 2022 10:00 AM   through   11:00 AM
Online-Vancouver Island
Canada
Phone: 2504756700
Email:
Member $ 20.00 + $ 0.00 Tax
Non-member $ 30.00 + $ 0.00 Tax

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