Master Class - It's Not Just A Will - It's An Estate Plan!

Master Class Series with Desjardins, our interactive CE credited* vodcasts, connect you with insurance and financial planning professionals so you can:

• Leverage and contribute to a community of advisors with the shared goal of providing the right solution for their clients
• Discuss current challenges affecting our industry and hear how the Desjardins community of professionals addresses them
• Get insights on how integrating financial planning into your practice can strengthen your relationship with your clients

     Join our next session, It's Not Just A Will - It's An Estate Plan!

     June 20, 2023 – 1 p.m.

     During this episode you can :

Be curious

Verify what matters and why

Be solution-focused

Build and strengthen your client relationships through a robust planning discovery process

Identifying estate planning concerns before they become problems starts with knowing the questions to ask

KYC is not just about product offerings; it’s about offering better solutions to your client’s problems

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*CE Certification: Accreditation of this presentation is pending for 1 Ce credits. To qualify, you must attend for at least 95% of the session and pass a quiz (70% or higher).We will then be able to deliver your certification as soon as possible if you meet these criteria. 

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