Tax Planning, Insurance and your donor

Tabs

Event Info
Summary:

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!

 

When

21 September, 7:30am to 21 September, 9:30am

Where

837 W Hastings St, Terminal City Club

Vancouver,  British Columbia  V6C 1B6 Canada

Contact

cmurphy@vancouveropera.ca
Phone: 604-331-4832

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