CPT Dinner Presentation Sept. 19 – How to Successfully Work with a Financial Professional

Successful Teamwork Means One Plus One Equals Three: How to Successfully Work with a Financial Professional on your team to maximize the results

Our panel of financial professionals will discuss the role of a financial professional as part of a CP Team. A financial professionals role can and should involve more than number crunching. How can lawyers and family professionals work with financial professionals to improve case outcomes? Our panel will provide a list of key tips for all team members to contribute to the success of a file involving a financial professional. Using real case examples, the panel will illustrate what pitfalls they have faced in their files and how team members have contributed to success or failure. Learn how to get the most out of working with a financial professional! Alone we can do so little, together we can do so much – Helen Keller.

$56.50 ($50 registration plus $6.50 HST)

Toronto Lawn Tennis Club, 44 Price St., Toronto

5:30pm – Cocktails
6:15pm – Dinner

  • This event qualifies for 1 hour towards 6 hours required for CPT continuing education.

Registration Closes September 16, 2019.
Note: No refunds after September 16, 2019.

Register NOW

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