- This event has passed.
iA Financial Group – Leveraging segregated funds for estate planning
October 19, 2023 EDT @1:00 pm - 2:00 pm
CLICK HERE TO REGISTER
Presenters:
- Paul Kagan, Sales Director
- Jess Thorgeirson, Sales Director
Agenda:
- Segregated funds, a financial planning tool to: – simplify the estate settlement – protect assets from creditors -To maximize estate value – consolidate and strengthen retirement income – maximize RESPs
- iA’s PER iAG – All the features of our offer
- Our tools designed to simplify your life
NO CE CREDITS
IDC WIN is promoting this event and is not IDC WIN hosted.
