PD-01 Elements of a good financial plan
Wednesday November 29, 2017 from 12:10 to 13:00
Verdun
Presenter

Denis Lessard, Canada

Senior Financial Consultant

MD Management Limited

Objectives

As a result of attending this session, participants will be able to:

  1. Review the five step financial planning process based on three pillars
    1. Retirement planning
    2. Risk management
    3. Estate planning
  2. Understand how the components of a financial plan are integrated and maintained
  3. Build their financial planning team

 

Recommended Reading Uploads

Lectures by Denis Lessard

When Session Talk Title Room
Wed-29
11:55 - 13:00
Lunch Break & Lunch Sessions Elements of a good financial plan Verdun

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