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Agenda:

Family Wealth Transfer with Dani Ginther, CLU:
Dani will talk about opportunities in the market place and the importance of building the relationship not only with your clients but their kids and grandkids.
.5 Credit AB only

iA Advantage with Rishu Bains, CHS:
Underwriting can be the difference maker when looking at getting a client insured. Rishu will speak on iA’s Underwriting Advantage, Ease of Business with EVO, Competitive Immigrant Guidelines and why you might want to take a second look at iA.
.25 Credit BC only

Alex Lekas, CFP, BA Econ:
Stories that will elevate your practice: Choosing the right product to fit the need.
.5 CE credit ON only