TAX PLANNING, INSURANCE AND YOUR CLIENT

 Registration is closed for this event

Featuring Brenda McEachern, B.Comm., LL.B, TEP

Vice-President, Insurance, Trust and Estate Planning Services, RBC Wealth Management

 

This session will have something for everyone -- financial advisors, lawyers, fundraisers.  In consultation with allied professionals, Brenda develops advanced estate plans and proposals for clients in business and affluent markets wit ha focus on generational wealth transfer, tax-efficient investment and insurance strategies, asset protection and philanthropy.

Brenda will be reviewing recent case studies highlighting creative gift plans built around publicly traded securities, estate freezes and insurance.

March 12th, 2019 11:45 AM
805 Gordon St, Union Club of BC, Centennial Ballroom
Victoria, BC V8W 1Z6
Canada
Phone: (250) 381-5532
Email: Email:
Members $ 35.00 + $ 0.00 Tax
Non-Members $ 50.00 + $ 0.00 Tax

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