Edition 42 – Rehan Bhanji & Mathew Smith

Edition 42 – Rehan Bhanji & Mathew Smith

Advocis Coffee Talks

About Coffee Talks

Advocis Coffee Talks are espresso-sized webinars for financial advisors, accredited by The Institute for CE credits and available exclusively to Advocis members.

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Business Growth and the Family Inventory In this edition of Coffee Talks, Rehan Bhanji, CFP, CLU, National Practice Leader at Desjardins and Mathew Smith, FCIA, FSA, Regional Vice President of Individual Insurance Sales at Desjardins introduced the conversation, sales opportunities and life events surrounding the use of a comprehensive inventory process to create better outcomes in the development of estate plans.

Information on registering for all upcoming Coffee Talks is being distributed to members via email. If you are a member of Advocis and not receiving these notifications, please contact us with your preferred email address and indicate that you would like to receive all member communications.

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