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Join us for Generational Legacy Plan: Nurturing Dreams, Building Wealth, presented by Petra Ross, Regional Sales Director for Desjardins. Petra will delve into the critical aspects of wealth transfer planning and its profound impact on securing a prosperous future for your family. This comprehensive session will cover essential topics, including the importance of wealth transfer planning, effective strategies, the benefits of the concept, and real-life case studies.

This webinar is ideal if you have clients who are interested in preserving their wealth and looking to create a legacy for future generations.

1 CE credit