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CIFPs 2014: Discussing estate planning risks with clients

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Home In Depth Special Reports 2014 CIFPs annual conference CIFPs 2014: Discussing estate planning risks with clients

2014 CIFPs annual conference

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CIFPs 2014: Discussing estate planning risks with clients

Christy Sandles, senior will and estate planner, Scotiatrust, explains how to discuss the major risks and common errors that can derail a client’s estate plan.

  • By: Christy Sandles
  • June 13, 2014 October 31, 2019
  • 08:30
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Christy Sandles

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Keywords
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