National Event
| Event Name | Preparing for Client Transitions: A Workshop for Offboarding | ||||||||
| Summary | CE Credits | 0 | |||||||
| Description | February 20th : Preparing for Client Transitions: A Workshop for Offboarding
With the intergenerational wealth transfer looming, many advisors are wondering how to keep the family accounts even after the death of the client. This should be a practical workshop that will help our fellow CEA's prepare internal processes for their firms.
Date: Thursday February 20, 2025 Time: 1pm until 2:30pm EST Cost: $249.99 + HST. CICEA members save $100 + HST Presenter: Debbie Stanley, TEP, MTI, CEA CEO & Senior Estate Administrator, ETP Canada Fractional General Manager, Canada, Bequest Register today at: |
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| Date | 02/20/2025 Start time: 13:00 End Time: 14:30 | ||||||||
| Location | |||||||||
| CICEA Member Fee | $149.00 | Guest Fee | $249.00 | ||||||
