Transitioning  Your Wealth to the Next Generation

Transitioning Your Wealth to the Next Generation

Senior Wealth Advisor, Laura Southall, discusses Transitioning your Wealth to the next Generation.

By Laura Southall CFP, CLU

Date and time

Wed, May 8, 2024 4:30 PM - 6:00 PM PDT

Location

Online

About this event

  • 1 hour 30 minutes

Organized by

Senior Wealth Advisor,

CI Assante Financial Management Ltd.