Senior and Vulnerable Clients – How TD Bank is dealing with them
An overview of N131-103 and how TD Bank has responded to ensure they understand and know their clients and recognize potential issues
Sasha Gerster, MBA Senior Manager, Private Trust Production Integration. TD Wealth Private Trust
Cash Bar reception at 5:00 - 6:00
Dinner 6:00 - 7:15
Presentation 7:15
We look forward to seeing you all next week.
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