On March 21, 2017, Rick Green, Co-Founder of Sagium, presented as the keynote speaker to the Society of Trust and Estate Practitioners (STEP) as part of their continuing education program.
TSTEP brings senior practioners together, cutting across professional boundaries to learn more about Estates and Succession, Family and Guardianship Law, Domestic and Offshore Trusts, Insurance and Financial Services, International Law, Anti-Money Laundering and Tax and Business Law. Sagium currently has two STEP Canada Qualified Practioners in Rick Green, co-Founder and Principal and Wealth Strategist Spencer Mellace.
Rick presented on the topic, “Retirement and Estate Planning – Solving the puzzling blend of psychology and mathematics” to an inquisitive and grateful audience. His presentation was well-received by the sizeable audience and followed by an extensive question period.