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
Present:
Estate Planning with Legal Case Examples; and Estate Freeze Strategies
Sponsored by:
Sponsored by Stephanie Ingram of
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.
Testamonials:
“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