Assessing Client Values and Implementing a Values-Based Investment Strategy
Speaker: Mark Jasayko, TD Wealth
Topic: Economic Update
Event sponsored by TD Wealth
Date: January 16, 2024
Speaker: Tony Bosch, Hub Financial
Topic: Gifting Life Insurance
Event sponsored by Avisar
FVEPC & CAGP Crossover Event
Topic: High-value Estate Planning for a Reflective Legacy
Speakers: Paul Nazareth, CAGP & Yogesh Bhathella, KPMG
Exclusively sponsored by KPMG
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