with Brenda McEachern, Canada Life
This session has something for everyone - financial advisors, lawyers, fundraisers. Brenda is an estate lawyer and tax planning consultant who helps advisors develop advanced estate plans for clients in the business and affluent markets. In consultation with allied professionals, she develops proposals focusing on generational wealth transfer, tax-efficient investment and insurance strategies, asset protection and philanthropy.
Registration closes Sept. 18th at 7am, and space is limited. Click the "Register" button below so you don't miss this event!