Chapter PD: Wealth Management: Investment, Retirement and Estate Planning

October 13, 2018

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CELEBRATE November as #CPAfinlit month.

The Chapter is getting a head start with this PD session.  Wealth creation and management have become more challenging for CPAs seeking sustainable passive income and /or retirement income. Longer life expediencies, unexpected illnesses, supporting adult aged children as well as unpredictable market volatility are causes of uncertainty whether you are employed, self employed or incorporated.

In this engaging two part session, attendees you will learn effective ways on how to get your financial house in order. Come learn from experienced wealth management and legal professionals on how to maximize investment and estate planning strategies in order to create sustainable passive income and how to preserve and transfer assets with greater confidence and certainty.

Date: Saturday, October 13, 2018
Time: 7:00 am Registration and Breakfast; 10:00 am Refreshment;

Session 1: 8:00 am to 10:00 am & Session 2 :10:15 am to 12:15 pm

Location: Executive Hotel and Conference Centre, 4201 Lougheed Highway, Burnaby, BC

This event is near the Gilmore Skytrain/Brentwood Mall Location

Who: CPABC Members and Students
Early Bird Registration for both sessions: $75.00 + GST (deadline for early bird is September 30, 2018)
Registration for both sessions: $80.00 + GST (after September 30 ,2018)
Registration for one session only: $40.00 + GST
CPD 4 Hours
To Register Register Here
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