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Federation Director Bill Charles Sits Down With Robert Frances
Bill CharlesFait
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Breakfast
Fait
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Transfer Automation
Rosemary MarchesanoFait
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Dealer Panel Discussion
Moderated by: Michelle SchriverFait
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Keynote: Strategic Acceleration: Unlocking Organic Advisor Growth in an M&A Environment
Daniel CollisonFait
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P.M. Networking Break
Fait
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USA Dealer Insights
Moderated by: Bill DoneganFait
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A.M. Networking Break
Fait
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Next Steps for Client Focused Reforms
Moderated by: Alicia KennyFait
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Opening remarks by Federation Director Bill Charles
Bill Charles, CFPFait
Lunch
Lieu : Bay Adelaide Centre, East Tower 22 Adelaide Street West Suite 3400. Toronto, ON, Canada M5H 4E
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2025-06-02 11 h 45
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2025-06-02 12 h 45
(America/Toronto)
(1 heure)