Case Studies in Handling Estates
September 11 2018 11:00 am to June 12 2019 9:00 am
June 17 2019, 12:00 pm to 1:30 pm
June 19 2019, 12:00 pm to 1:30 pm
June 21 2019, 12:00 pm to 1:30 pm
May 23 2019 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