JOIN US! Advocis Presents ‘Coffee Talks’

Advocis Presents: 
A Coffee Talk Webinar
The Evolution of High-Net-Worth Advice

2021 Series - Episode six: The Evolution of High-Net-Worth Advice
 

As the needs of High-Net-Worth (HNW) clients develop, the value of a multi-disciplinary team becomes evident. Understanding the optimal composition and specialized expertise required of such a team, however, is a sophisticated process that must be understood to build a finely tuned cooperative effort that can deliver outstanding performance with minimal friction.

Join us on March 25th at 11:00 am EDT for a Coffee Talk as Advocis welcomes Chris Ireland, CPA, CA, TEP, Senior Vice-President, Planning Services at PPI and Adrian Altamirano, CIM, CFP, FCSI, Assistant Vice-President, Sales at PPI as they discuss the history, evolution and best practices of building, managing and supporting multidisciplinary teams for HNW clients. 

 
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As a benefit of membership, this webinar series is exclusive to Advocis members. Tickets are limited and go quickly. Register today to reserve your spot! 

This episode of Coffee Talks has been approved by The Institute for 0.5 CE credits. 

Please note: Once registered you will receive a confirmation with webinar login details. 24 hours before the scheduled start time you will receive a reminder email. If you do not receive this information, please contact us at events@advocis.ca.

This episode of Coffee Talks is sponsored by: