Kick off the New Year with a new event, bringing together unique and engaging educational sessions showcasing the benefits of infusing best practices from the many domains of Estate Planning.
This extended session will provide you with practical guidance, tips and resources to elevate the busy Advisor in estate, transition and administration conversations.
1 • The Last Act - Closing the Book on Your Finances
Kimberley Short, CIM, CFP, FCSA, MFA-P, TEP and Larry Short, CPA, CGA, CIM, CFP, will walk you through all the aspects your clients need to know about preparing for their estate - and why plans often get stalled or delayed. You can steer the conversation to make sure their affairs are in order and planning is optimal.
2 • Power of Attorney Review (Personal~Health~Property)
Raphael Tachie, LL.B, MBA, Partner and head of Gowling WLG Private Client Services group in Vancouver and Toronto.
3 • Eight Steps To Succession Success for a Family Business
Chris Delaney, LL.B, TEP, FEA - Keynote Speaker, Family Business Consultant, Business Succession Advisor, Intergenerational Family Wealth Consultant, Author, Podcaster
4 • Near Death Decisions & Deathbed Wills
Justin Devries, Principal at de VRIES LITIGATION LLP
5 • Adding Value to Your Estate Planning Practice
Li Zhang, Join CPA Canada as they talk about their award-winning financial literacy program, how to get involved with their Community Connect program, and utilizing their library of resources that can enrich your practice and add value to your clients.
Who Should Attend?
Lawyers, Accountants, Financial Planners and Insurance Advisors, Trust Officers, Philanthropy Advisors and other professionals who want to help clients create more meaningful, more positive, and more effective plans.
3.0 continuing professional education credits for the five sessions accredited by the BC Law Society and CFP and MFDA. Credit with other governing bodies is yet to be determined.
No Charge for Estate Planning Council of Canada Members
Guests are welcome - this event is for professional Advisors only.