Tax Planning and Insured Donation Strategies

with Brenda McEachern, Wealth and Tax Planning Consultant, Canada Life

This session has something for everyone – financial advisors, lawyers, accountants. 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.

Continuing Education credits available*

 

When

November 21, 2017

4:00 – 6:00 pm

Cocktail reception to follow

Where

Nanaimo Golf Club

2800 Highland Blvd, Nanaimo, BC

Register

Registration fee $30

https://nanaimo2017nov.eventbrite.ca

Contact

laurie@nanaimofoundation.com

250-667-4292

 

Brenda McEachern

As an estate and tax planning consultant with Canada Life’s national estate and tax (NEAT) planning team, Brenda develops and implements advanced estate and tax planning strategies, and helps advisors deliver value-added services to a select group of clients in the business and affluent markets.

Prior to joining the NEAT team in 2001, Brenda managed her own law firm for nine years before merging her practice with a larger firm in Vancouver. She worked closely with small-business owners and professionals, developing expertise in corporate reorganizations, estate freezes, family trusts and succession planning for both entrepreneurs and families.

 

* 1.50 CE Credits – Institute Accredited CE (Advocis), 2 hours of CPD credits approved by the Law Society of BC, May qualify for continuing professional development (CPD) – Chartered Professional Accountants of British Columbia