Lunch & Learn Event: Protecting What Matters Most – Legacy and Wealth Transfer Solutions

Comox, October 5, 2017

CPABC’s Upper Vancouver Island Chapter is excited to host a one hour “Lunch and Learn” event in partnership with Edward Jones in Comox. The speaker of this session is Rhona Konnelly, a Chartered Life Underwriter. This is a great opportunity to learn about Estate Planning and its intricacies both personally and professionally.

This Lunch & Learn Chapter PD Session will cover:

  • The Estate Planning Tool Kit
  • The Value of Life Annuities and Segregated Funds
  • Preparing for Health Needs and Costs in Retirement
  • Cascading of Wealth to the Next Generation
Chapter PD
Date:Thursday, October 5, 2017
Where:Edward Jones, 2225 Guthie Road, Suite #5, Comox, BC
Time:Registration: 11:45 am | Seminar: 12:00 pm – 1:00 pm
Cost:$12.00 + GST (includes 1 CPD & light refreshments)
CPD | Level:1 CPD | General
To register:Click here

Join us for a great opportunity to gain new or additional knowledge and add to your professional network.  This session is limited to 10 seats – register early to avoid disappointment.

You will earn one CPD hour upon completion. A buffet of light refreshments such as sandwiches and coffee will be provided during the session.

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