On November 26, 2020, the Estate Planning Council of Canada invited Cindy Boury (Portfolio & Branch Manager) at Raymond James in Abbotsford, BC to speak on this important topic. Cindy is very passionate about protecting senior clients and gave several examples to the audience, who are primarily financial planners, lawyers accountants, insurance advisors, trust officers and gift planners. Cindy explained that there are four main steps to protect clients:
- Know your client
- Have a financial plan - including direction and goals
- Know their family members
- Make sure clients have a will and power of attorney
Furthermore, Cindy provided contacts for where to go for help (in B.C.).
Link to handout
On behalf of the EPCC, thank you to our audience, speaker and volunteers for yet another successful Estate Planning event.