Watch top-tier professionals deconstruct wealth management strategies that can transform how you approach high-net-worth client solutions. This cutting-edge event promises to deliver insights into tax strategies, legal complexities, and strategic financial planning—with limited seats guaranteeing an intimate, high-impact experience.
Kelowna Estate Planning Members register at:
https://mailchi.mp/advocischapter/transitions-can-be-messy-11050728?e=54fa20ccf3
Using the code for Kelowna Estate Planning Society Members
Code KEPS26TOK
Copyright Kelowna Estate Planning Society 2018