Connecting the Dots:
Turning Complex Plans into Client Clarity
Member: $99
Non-Member: $149
From our powerful half-day summer livestream, this three-part mini series has three of Canada’s top financial minds tackle one critical question:
How do you bring all the moving pieces of a financial plan together into one cohesive strategy?
Featured speakers:
- Kenneth Doll - BA, B.Comm., MA, CFP, CLU, TEP, ICD.D
- Jean-Pierre Laporte - BA, MA, LLB, RWM
- Jos Herman - CPA, CA, CFP, CLU, TEP
This bundle is approved for 3 hours of CE for Life, FP Canada, and MFDA.
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