Friday, November 29, 12:50 PM - 1:50 PM
Lunch and learn
Welcome to patient rounds...Wealth management style!
Panel of presenters:
- Anna Lebiedowicz
- Roanne McGandy
- Andy Guidi
- Greg Woolston
- Jamie Keenan
- Katherine Buis
This session will demonstrate how making informed decisions about Wealth Management can improve your overall financial health, including your practice and your family. Our panel will highlight important considerations at various stages of your career using a case study to bring the discussion to life.
We are keenly interested in hearing from you, please come with any questions that you’d like answered by our team of subject matter experts in the fields of investment management, banking, wealth and tax planning, business banking and trust/estate services. This will be a highly interactive session and
one that we hope will leave you equipped with an increased degree of financial savviness in and out of your professional practice
NOTE: This sponsored lunch and learn session requires separate registration
For additional information or to RSVP, please contact; Andrea Di Alessandro 1-800-561-2416 ext. 268 or firstname.lastname@example.org
In the subject line, please indicate which session you would like to attend.
This program is made possible by funding from BMO