Estate Planning with Legal Case Examples; and Estate Freeze Strategies Sponsored by: Sponsored by Stephanie Ingram of Of Waverley Corporate Financial: Last Chance Register now!!
TheGAAP.net & GTA Accountants Network
Estate Planning with Legal Case Examples; and Estate Freeze Strategies
Sponsored by Stephanie Ingram of
Waverley Corporate Financial
Free Raffle Prize: Google Home mini
Join us on Thursday: November 29.
3 CPD hours
The following topics are being covered during this event:
There will be two topics covered during this event:
- Estate Planning with Legal Case Examples
Speakers: Keith Masterman LLB, TEP |Vice President, Tax, Retirement and Estate Planning| CI Investments and Pascal D’Souza, CPA, CA, CFA, CBV of Edward Jones
- Estate Freeze Strategies
Speakers: Donald Bowman, Jesse Brodlieb, and Todd Louie of Quantum Tax Law
This event will be held at the Weston Golf & Country Club. The structure of the event is as follows:
- Reception (cash bar) – 5:30 p.m.
- Dinner – 6:00 p.m.
- Presentation(s) – 7:00 p.m. until 8:30/9:00 p.m., depending upon the speakers, topics and audience questions.
The cost of the seminar and dinner is $85 (+tax), You will earn 3.0 hours of PD credits when you attend a session. We are pleased to offer an easy, inexpensive and enjoyable way to meet your PD requirements.
“I am always excited by the classy events, especially because of the ambiance of the Weston Country Club where they are held. The topics are always intriguing and I believe attending these events makes me feel well-informed! You also get to build your network by meeting so many smart people during these events. Kudos to the organizers of TheGAAP.Net for conducting phenomenal events – Looking forward to the next!!” Chinnu Jose
Great workshop, very valuable and inspiring. I would like to attend the workshop again………………….Chiedozie Megwa