Date:
Thursday, Oct 17, 2024 Location: - In-person at The Paradox Hotel, Vancouver
- Virtual Online for professionals in all Canadian provinces
Tickets on Sale Now:
In-Person
Virtual From Home, Office or Cruise Ship - Accessible in all provinces.
(Seriously, someone joined from a cruise ship last year!)
- Regular Virtual Admission: $125 +GST
Virtual Viewing Party (10 Tickets) - $1,000 - Host a 10 person viewing party at your office or boardroom location.
- Buy 10 tickets for your Staff, Advisors, Partners to watch at their home or office
Sessions:
- Money & Psychology: Understanding Your Client's Relationship with Money
- Estate Planning for Persons with Disabilities
- Unlock the Power of Choice: Take Your Client's Philanthropic Impact to the Next Level
- Common Estate Planning Pitfalls
- Putting Your Ducks in a Row: Making Smart Decisions Before You are Due
- Tax & Estate Planning Intricacies of Guaranteed Investment Solutions
- Succession Planning for the Professionals in the Room
- 30 Questions about Beneficiaries, Ownership, Contingent Beneficiaries, and Contingent Ownership
- The Role of the Executor
- Residential Real Estate Succession Planning in British Columbia
- Where There is a Will, There is a Way
- A Return to Fundamentals
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