Tax and Estate Planning Strategies

The CCPAA BC chapter is inviting you to join a seminar that is focus on Tax and Estate Planning

Topics/content:

1. Top 10 Tax and Estate Planning Strategies

Duration: 1 hour

b. Speakers: TD Wealth - Geoff Chen and

Alice Sung (Senior Estate Planning Advisor)

2. Business owners exist strategies.

a.Duration:20 minutes

b. Speaker: Lawson Lundell LLP (tba)

3. Trust and estate planning from legal

perspective

a.Duration:20 minutes

b. Speaker: Lawson Lundell LLP (tba)

4. Real estate issues in a down market

a.Duration:20 minutes

b. Speaker: Lawson Lundell LLP (tba)

Please let us know if you have any questions.

Best regards, Geoff

TD Bank 700 West Georgia Street,18th Floor

Vancouver

Price: Complementary for CCPAA BC chapter member

PD hour qualified: 2 verifiable hour

Event Venue & Nearby Stays

West Georgia Wealth, Investment Advisor, TD Wealth, 700 West Georgia Street, Vancouver, Canada

Concerts, fests, parties, meetups - all the happenings, one place.

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