This webinar was presented on April 26, 2017. Watching this webinar qualifies for 1 CPD hour under the Formal Activities category for OLSs. This webinar was presented by Julie Brough, Executive Vice President and Portfolio Manager at Logan Wealth Management, whom many of you might have met in the Exhibit Hall at the […]
Presented on January 24th, 2024 by Jim Pelot, CPA, CA – CFO, co-Founder at Podium Prosperity Group As you look back on last year’s results in both your business and your personal finances, this is a time for taking stock and making decisions on the past year’s results and the future year’s opportunities. Business owners […]
Presented on December 6th, 2023 by Ken Wilkinson, OLS This webinar is focused on the new pre-approval process through OnLand. Ken will provide invaluable guidance on navigating the updated pre-approval process.