National Event
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| 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 is one of our most popular seminars for professionals. As the intergenerational wealth transfer is well underway, many advisors are navigating how to maintain family accounts even after the passing of a client. This session provides practical strategies and insights to help professionals effectively manage client transitions with confidence and care.
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 | ||||||
