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The Estate Planning Council of Toronto

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  • Life insurance is not a plugin: How do you ensure your client is getting solid insurance advice?

Life insurance is not a plugin: How do you ensure your client is getting solid insurance advice?

  • 10 Dec 2024
  • 5:30 PM - 8:00 PM
  • Arcadian Court

Registration


Registration is closed

Date & Time:
Tuesday, December 10, 2024 at 5:30 pm  In-Person

Topic: Life insurance is not a plug-in: How do you ensure your client is getting solid insurance advice?

Panel Host: Kaye Bland, Partner, Tax, PwC Canada
Panelists:
Florence Marino, Vice-President, Tax & Estate Planning, Tompkins Insurance
Jonah Mayles, Partner, Tax & Estate Planning, Sterling park Financial Group Inc.

Program:
5:30 - 6:00 pm  Networking
6:00 - 7:00 pm  Plated Dinner
7:00 - 8:00 pm  Presentation by the speakers

Location:  Arcadian Court, 401 Bay St, Simpson Tower, 8th Floor, Toronto

Registration:
To register, please click on the buttons in the emailed notices, or go to https://epctoronto.ca/meetings, click Register (blue button at left), enter the address this email was sent to and follow the prompts.

Registration deadline: Noon, Tuesday, December 3, 2024

Menu: A plated dinner will be served with regular and vegan/vegetarian selections. Please let us know if you have any special dietary needs when you register. 

Guests:
Guest fees are $135 plus HST.

If you require assistance or want to change or cancel your and/or your guest registration, please email info@epctoronto.ca.

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