Estate and Succession Planning

When:  Jun 13, 2024 from 12:00 PM to 02:00 PM (PT)
Associated with  CFA Society Victoria

Join us for an overview of the legal framework in BC for wills, trusts, powers of attorney, registered plans, and representation agreements and the Income Tax Act. Ross Macfarlane and Kim Johnson will talk about real life client situations involving estates and some essential ingredients of good estate planning – recognizing various situations such as blended families, family businesses, etc. as well as an overview of life and disability insurance products for today’s aging population.
Lunch and refreshments provided.
Registration is complimentary for members.


The Union Club of British Columbia,
805 Gordon St, Victoria, BC V8W 1Z6
Victoria, BC V8W 1Z6