
Presentations
WebEx Presentations
Mitigating Your Risk - Insurance presentation, hosted by Bill Green, CFP, CFDS, CIM
Disinheriting Canada Revenue Agency - Insurance presentation, hosted by Bill Green CFP, CFDS, CIM
Cyber Security & Portal Access - Information Technology, hosted by Scott Stennett, Chief Operating Officer & Director, Operations & Information Technology – August 12, 2020
Transitioning Your Wealth intro, Transitioning Your Wealth - Strategies to choose an Executor, hosted by Robert Mendenhall, Vice President of Estate & Tax Planning – September 9, 2020