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Estate Planning Council of CANADA

How Do You Use Beneficiary Designations In Estate Planning?

  • September 30, 2021
  • 3:00 PM - 4:00 PM (EDT)
  • Zoom


  • Not attended an EPCC meeting before
    Complimentary - one time only

Many of us think of the benefits associated with beneficiary designations.  However, there are many tips, traps, and considerations when it comes to blended families, corporate life insurance, and successor owners, etc. and the automatic approach to just naming a beneficiary. 

This mini-workshop will explore what you should be considering when it comes to helping your clients and families navigate their estate plans personally and corporately in a complex world.

Jos Herman, BComm, CPA, CA, CFP, TEP

Director of Wealth, Tax & Estate Planning, Resources & Solutions Professional Corporation 

Jos provides private business solutions focusing on tax concepts, tax efficient investment and insurance strategies, asset protection and philanthropy. 

She has the ability to sit at the table with families and across the board room table with executives of major companies.  Her breadth of industry knowledge and wealth planning solutions has been a valuable asset to clients, accounting & legal professionals,advisors, & institutions.

E. jherman@resourcesandsolutions.ca

Registration $15 - Limited complimentary registration for first-time guests.

No charge for EPC Canada Members.

About EPCC

We promote cross-education, referrals and connection for the broad spectrum of Estate Planning and Estate Administration Professionals and foster a collaborative approach to all planning and share best practices.

We link and support Estate Planners across Canada and represent a global community online.

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