Estate Planning Council of Abbotsford (EPCA)
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Estate Planning Council of Abbotsford (EPCA)

Estate Planning Council Abbotsford, BC

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    • Board of Directors
    • Constitution
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Claire Shawcross  CPA, CGA, LPA
Senior Partner

SM Accounting Group
230 - 8501 162nd Street
Surrey, BC
V3G 3E7

CPA BC, Alberta, Ontario

Speciality:
Taxation & Estates

Phone: 604-598-0408
Email: CShawcross@smagroup.ca
Website: http://www.smagroup.ca
LinkedIn: https://www.linkedin.com/in/claire-shawcross-cpa-cga-lpa-71451936/

Member since: 2017


Category: Accountants
Location: Surrey

2021/22 Schedule

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: MP Ed Fast

Apr. 20: Bryan Yu, Central 1

May 18: Mike Johnson, IIAS – Digital Assets

Jun. 15 

Join us!

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

RSVP by emailing coordinator@epca.ca

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 coordinator@epca.ca

Recent Postings

  • Protected: Insights into a Corporate Trustee November 17, 2021
  • Protected: Estate Planning Landscape Update October 20, 2021
  • Protected: Market Update: Recommendations on the best areas to invest currently October 6, 2021
  • 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

EPCA Information

  • Board of Directors
  • Constitution
  • Contact Us
  • Meeting Information
  • Members
  • Membership Information
  • PD Credits

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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