Estate Planning Presentation, Resources and Recording
The recording of the Nov. 17, 2021 EFG presentation on Estate Planning.
The recording of the Nov. 17, 2021 EFG presentation on Estate Planning.
Estate Planning The latest investment features available through EFG, and Current issues in the investment and financial world. Presenter: Bill Rakovitis, Senior Financial Advisor, Near North, Algoma, EFG. Bill started as a teller at the Bank of Montreal and worked his way up to become Financial Services Manager, acquiring his mutual fund license along … Continue reading “Educators Financial Group Information Presentation: Estate Planning and more…”