TAX PLANNING, INSURANCE AND YOUR CLIENT

Tabs

Event Info

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.

When

12 March, 11:45am

Where

805 Gordon St, Union Club of BC, Centennial Ballroom

Victoria,  British Columbia  V8W 1Z6 Canada

Contact

cagpvimemberchair@gmail.com
Phone: (250) 381-5532