The Power of Structure - Planning for Real Lives
Overview
Explore how segregated funds can support wealth transfer planning, create a legacy, and address blended family RRIF strategies.
Event Description
Segregated funds are a powerful tool in wealth transfer planning. This presentation provides an overview of the product and examines a number of case studies involving the use of segregated funds to meet clients’ unique wealth transfer goals.
Case studies include:
- Different ways to create a legacy
- Blended family RRIF strategy
Exclusive Event Sponsor:
CRS Financial Wealth Management
Lineup
Rick Singh
Dan Price
Good to know
Highlights
- 2 hours 30 minutes
- In person
Refund Policy
No refunds
Location
Sandman Signature Langley Hotel
8828 201 Street
Langley, BC V2Y 0C8
How do you want to get there?
Agenda
Registration, Networking & Cocktails
Welcome & Announcements
Buffet Dinner
Frequently asked questions
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