Date of Event: Oct 17, 2019: 00:00
Craig Vander Zee at the Advocis Toronto Advanced Learning Series
Craig Vander Zee of our Wills, Trusts & Estates group will be speaking at the upcoming Advocis Toronto Advanced Learning Series on the topic of Older Clients and Incapacity Issues: An Advisor’s Toolbox.
This full-day session will include industry leading experts who will present on a variety of topics, including:
- Working with Older Clients: Why Product Design and Selection Matter
- Making Your Practice Accessible
- Suddenly Single with Lessons from Rich Thinking
- Delivering Your Message – A Focus on Older Clients
- Mental Health & the Financial Advice Relationship
- Meaningful Wealth Transitions – A Multi-Disciplinary Approach
The program will be held on October 17th at The Old Mill (21 Old Mill Road, Toronto) from 8:00 a.m. to 5:00 p.m. For more information or to register, visit Advocis
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