Online Vancouver Island: Engaging with Older and Vulnerable Clients

Tabs

Event Info
Summary:

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.

 

When

30 March, 10:00am to 30 March, 11:00am

Where

Online-Vancouver Island

Canada

Contact

cabbott@assante.com
Phone: 2504756700

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