Title: Top 10 things NOT TO DO When Developing COI’s
Presenter: Dean Trudeau

Description: Join Dean Trudeau, Founder, OPES Family Advisory, as he unpacks what NOT TO DO when developing COIs and how experience and judgment have played a huge role in his career. 

Date: Thursday, September 21

Time:  4:30 PM to 4:50 PM

Spot Number: Pod 2