Chapter PD: Key Considerations for Retirement & Estate Planning

January 11, 2020

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This workshop will provide an overview of the current economic climate, expectations of the approaching federal budget, considerations for retirement planning and tax efficient estate planning strategies. This session are for those who want to further their knowledge of retirement and estate planning strategies, be up to date with the current economic state, and for those who want to identify areas for further study of in-depth instruction.

While there are no formal pre-requisite requirements, participants should have a good understanding of basic corporate and personal income tax.

Topics covered will include:

  • Economic Update, including expectations for upcoming budget
  • Considerations for Retirement Planning
  • Estate Planning – common pitfalls
  • Transitioning wealth between generations – tax considerations
  • Trusts and Insurance as useful financial tools
Details
Date:Saturday, January 11, 2020
Where:Executive Hotel & Resorts Richmond, 7311 Westminster Hwy, Richmond, BC
Time:Registration & Breakfast: 8:00 AM – 9:00 AM | Seminar: 9:00 AM – 12:00 PM PM
Early Bird:$75.00 + GST (early bird ends on December 28, 2019)
Cost:$80 + GST (after early bird deadline)
CPD:3 CPD
Register:Click Here

SPEAKER’S BIOGRAPHIES:

Rose Shawlee – Partner, Richards Buell Sutton LLP

Rose is part of the Estate and Wealth Advisory Group where her practice is primarily focused on assisting families and businesses with their planning, succession, estate, and business needs. She strives to make life’s inevitabilities, death and taxes, less daunting a topic for clients while being alert to the complications these raise from a legal, family, tax, probate fee, and cost perspective.

Rose offers dozens of community learning seminars annually in respect of personal planning, elder law, estates, and business succession and tax planning. She has been an active member of Advocis Vancouver’s Annual Estate Conference Committee, as well as volunteer editor for industry publications, such as the Continuing Legal Education BC Probate & Estate Administration Practice Manual, and Estate Planning & Wealth Preservation Manual.

Tracey Lundell PFP® CIM® – Investment Advisor with TD Wealth, Private Investment Advice

Tracey Lundell is an Investment Advisor located in Burnaby, serving the Lower Mainland. Tracey provides a full-suite of wealth management services to her clients, including tax, investment and wealth planning. Tracey has been providing her clients with innovative wealth management solutions for over 25 years. Her clients include business owners, non-profit organizations, executives and pre-retired/retired individuals, who require an extra level of attention and specific industry knowledge to truly look after.

Tracey was born and raised on Vancouver’s North Shore and is pleased to be serving clients across British Columbia – a province she is proud to call home. Tracey enjoys constantly expanding her education. In addition to her double major from UBC in English Literature and Political Science, Tracey is an investment and fixed income specialist holding a number of industry certifications including the Professional Financial Planning and Chartered Investment Manager designations.

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