Advocis Presents: 
A Coffee Talk Webinar
Business Growth and the Family Inventory

2021 Series - Episode Twenty-one: Business Growth and the Family Inventory 
 

Helping clients navigate the complexities of death as they move through the estate planning process is one of the most challenging situations a financial advisor can face, and making it as simple for clients as possible can make a considerable impact on the value that advisors provide.

Join us on November 18th at 11:00 am EST for a Coffee Talk as Advocis welcomes Mathew Smith, Regional Vice President, Sales Individual Insurance at Desjardins Financial Security Life Assurance Company and Rehan Bhanji, National Practice Leader at Desjardins Financial Security Life Assurance Company who will introduce the conversation, sales opportunities and life events surrounding the use of a comprehensive inventory process to create better outcomes in the development of estate plans.

Please refer to the chart below for your local timezone:

As a benefit of membership, this webinar series is exclusive to Advocis members. Tickets are limited and go quickly. Register today to reserve your spot! 

This episode of Coffee Talks has been approved by The Institute for 0.5 CE credit. 

Please note: Once registered you will receive a confirmation with webinar login details. 24 hours before the scheduled start time you will receive a reminder email. If you do not receive this information, please contact us at events@advocis.ca.