CENE Symposium: Cross Border Planning for Personal Investments and Estates

February 25, 2021

Sponsored by TD Bank

Donna Walton, Wealth Strategist at TD Bank, led a discussion about cross-border planning for the CENE community that touched upon topics including inheritances and gifts, trusts, and retirement plans. You'll find a copy of the presentation here. For more information, contact Donna at donna.walton@td.com