Evens that clients can participate in

Seven Deadly Sins of Estate Planning with Keith Masterman, Vice President of Tax and Estate Planning at CI Global Asset Management.

 Event held Wednesday May 12th. 

Keith presented via Zoom webinar on Wednesday May 12th at 10 am EST. This was a private event that clients attended from the comfort and privacy of their homes. The event was hosted by Pam Mundell and Keith Masterman. Here you can find a recording of the event!