14
June
MONEY MATTERS - SPECIALIST CORNER: Wealth Management 101 - What is Wealth Management?
Description
MONEY MATTERS WEBINAR SERIES
WEALTH MANAGEMENT 101
WHAT IS WEALTH MANAGEMENT?
WITH DEAN OSSOLA, MANAGING DIRECTOR, OSSOLA WEALTH MANAGEMENT
JOIN US ONLINE via ZOOM
WEDNESDAY, JUNE 14th - 1:00 - 2:00 PM (PT)
TOPICS INCLUDE
- Beyond Investment Management
- Services Spectrum
- Open Forum
- Planning vs. Implementation
- Who needs it?
Date and Time
Wed, Jun 14, 2023
1:00p - 2:00p PST