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SSQ - Focus on Estate

  • Lifeplan Financial Group 3298 Tennyson Avenue Victoria, BC, V8Z 3P3 Canada (map)

Focus on Estate:
An introduction to today’s financial planning concepts
within an evolving financial landscape and
constantly changing industry – simplified estate and
income planning concepts using insurance investment
options with an eye on tax-efficiency.

Earlier Event: August 14
RBC Insurance Products
Later Event: September 20
TD ASSET MANAGEMENT - Lunch & Learn