Case Studies in Handling Estates
This session is not available. However, there are other sessions available
July 17 2018 3:40 pm to September 5 2018 9:00 am
September 10 2018, 12:00 pm to 1:30 pm
September 13 2018, 12:00 pm to 1:30 pm
September 17 2018, 12:00 pm to 1:30 pm
August 16 2018 8:00 pm
Who Should Attend
This interactive, scenario-based eClass focuses on a systematic, five-step approach to handling estates. This eClass is comprised of three, 60-minute pre-work sessions and three, 90-minute online WebEx sessions. There is also a post session quiz that must be completed after Session 3. Completing all eClass components is required to be credited with completing this course.
The course focuses on the knowledge and processes required to:
You will learn about:
To realize full value from...
Facilitator: Joan McAulay
Senior Personal Trust Specialist, Concentra Trust