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Estate Planning Council of Abbotsford (EPCA)

Estate Planning Council Abbotsford, BC

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Protected: Donor Advised Funds as Giving Vehicle

on January 20, 2021

20 Jan 2021

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Upcoming Meetings

Sept. 15: Kevin Headland, Manulife – Market Update

Oct. 20: Rose Shawlee, Harper Grey LLP – Estate Planning Landscape Update

Nov. 17: Jessica Lowe, Solus Trust

Jan. 19: Stephanie Daniels, Farris LLP – Will or Trust: When to Choose One or the Other

Feb. 16

Apr. 20

May 18

Jun. 15

Join us!

Guests:
$15/ online meeting
$35/ in-person meeting

RSVP by emailing [email protected]

Members:
$175 annually
• Earn PD Credits
• Monthly networking opportunities
• Add value to your client relationships
• Join us in pursuing excellence in our field

Email the membership application to [email protected]

Recent Postings

Protected: Planning for Elder Care: a look at the process and costs involved June 17, 2021
Protected: Legal Panel Discussion: Advanced Care Planning May 19, 2021
Protected: The Evolution of Estate Philanthropy in Canada April 27, 2021
Protected: Estate Planning and Structuring Opportunities to Minimize Taxes February 18, 2021
Protected: Donor Advised Funds as Giving Vehicle January 20, 2021

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Estate Planning Council of Abbotsford

Information and resource centre for members, their clients and other professionals concerning will planning, pensions, retirement, wealth building and wealth preservation and tax planning through a speaker’s program and educational archives.

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