Insurance Strategies for Estate Planning – 3 Case Studies

20 May 2009

Larry Balback, CFP
SunLife Financial

Insurance Strategies for Estate Planning – 3 Case Studies

Sept. 15: Kevin Headland, Manulife – Market Update

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

Nov. 17: Jessica Lowe, Solus Trust – Insights into a Corporate Trustee

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

Feb. 16: Nicole Garton, Heritage Law – The Rogers Saga

Apr. 20: Bryan Yu, Central 1 – Outlook 2022: Navigating a New Wave of Uncertainty

May 18: Geoff Costelor, Lindsey MacCarthy – Digital Asset Estate Planning

Jun. 15: Ed Fast, MP

Estate Planning Council of Abbotsford (EPCA)