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Presenter: Simon Ioia | Sales Representative | Ontario, Manitoba | Humania Assurance

This presentation is meant to remind and inspire that financial planning is ‘wholistic’ work. Helping families ‘plan for the best but prepare for the worst’ is the very reason for the advisor role. If Children are a part of that plan, then they are a part of the ‘whole’. Let’s count them in. Because they count.

1 CE credit