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, FCSI, MFA-P, TEP and Larry Short, CPA, CGA, CIM, CFP will present their new book “The Last Act” (commissioned by CPA Canada Financial Literacy Committee) and how it can help you help your clients overcome their procrastination. Many prospective clients are intimidated by industry jargon and view estate planning as an enormous project that is never urgent. The book is an easy read to educate them to understand and appreciate your specific expertise, the need for immediate action, and empower them with just enough knowledge so that they are not intimidated. The book is that soft intro you can use to help clients overcome their hesitation and make 2023 the year they get their act together. And it’s a great way for you to launch 2023 to make it your best year ever.
2 • Power of Attorney Review
Raphael Tachie, LL.B, MBA, Partner - Gowling WLG Private Client Vancouver/Toronto
- Quick summary of the rationale for powers of attorneys and joint ownership in estate planning
- Discussion and case examples of how these tools are often mis-used or abused
- The role and responsibility of advisors in addressing these issues – with a discussion of the recent regulatory activity in this area as well as cases discussing the role of financial institutions (and their advisors in these matters).
- Discussion of how advisors may respond to these issues when they see them – including leveraging the private trust services available to them
3 • 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.
4 • 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
5 • Near Death Decisions & Deathbed Wills
Justin de Vries, Principal at de VRIES LITIGATION LLP
Justin has chaired and lectured at various continuing legal education programs regarding estate, trust and capacity matters. Justin has both mediated and arbitrated disputes and appeared before all levels of the Ontario Court, the Federal Court, and litigated Supreme Court of Canada leave applications. His clients include individuals, private banking and wealth management groups, trust companies, estate trustees, as well as private trusts, charities, and foundations.
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.