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Join Jason Pereira, MBA, CFA, CFP, RFP, TEP, FP, Canada Fellow, Senior Partner & Financial Planner at Woodgate Financial Inc., and Mark Friedenthal, Founder & CEO of Tolerisk, as they discuss ways AI-powered digital tools can enhance client engagement and personalize service delivery.
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This webinar is eligible for CE credit for the following designations - CFP/AIF/AIFA/PPC