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
|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.