iA Financial Replay
Date: February 15, 2022
Time: 9:30 AM EST
Guest Speaker(s):
Matthew MacDonald, Qayam Lalji & Angie Chiu
iA Financial
BridgeForce Guest Host(s):
Dennis Brumley & Mark Denney
Agenda:
9:30 – 9:45 am
- BridgeForce Advisor Forum
Your chance to come together with fellow BridgeForce advisors to discuss a variety of current, industry topics.
9:45 – 11:15 am
- Matthew MacDonald, Qayam Lalji & Angie Chiu | iA Financial
- Qayam Lalji – Corporate Insurance Concepts: Key Person Insurance & Buy/Sell Agreements
- Angie Chiu – Shared Ownership CI – Solutions for Corporate Clients
- Matthew MacDonald – IA’s Award Winning Fund Lineup and how IA can help you and your client’s achieve your financial goals.