Wills Estates

Craig Vander Zee at the Advocis Toronto Advanced Learning Series

Advocis Toronto Advanced Learning Series

Craig Vander Zee of our Wills, Trusts & Estates group will be speaking at the upcoming Advocis Toronto Advanced Learning Series on the topic of Older Clients and Incapacity Issues: An Advisor’s Toolbox. 

This full-day session will include industry leading experts who will present on a variety of topics, including:

  1. Working with Older Clients: Why Product Design and Selection Matter
  2. Making Your Practice Accessible
  3. Suddenly Single with Lessons from Rich Thinking
  4. Delivering Your Message – A Focus on Older Clients
  5. Mental Health & the Financial Advice Relationship
  6. Meaningful Wealth Transitions – A Multi-Disciplinary Approach
The program will be held on October 17th at The Old Mill (21 Old Mill Road, Toronto) from 8:00 a.m. to 5:00 p.m. For more information or to register, visit Advocis online.