*BY INVITATION ONLY
Registration fee is $25 with all proceeds to YMCA Endowment Fund
Register before November 13, 2015 to qualify for the Early Bird Draw
Will the recent changes to taxation affect your clients with respect to planning and the use of life insurance, tax sheltered accumulation and prescribed annuities. This session will also cover the role of insured annuities in the current low interest rate market.
W.A. (Bill) Finlay, BA, CPA, CA – ZLC Financial
As a Chartered Accountant, Bill seamlessly integrates with each client’s advisory team. Working effectively with accountants, lawyers and other advisory team professionals, Bill helps to ensure smooth implementation of any recommendations.Bill works with his clients to set and achieve long and short-term financial goals. Maximizing and protecting retirement savings, creating sustainable retirement incomes, tax effectively saving for a child’s education, or tax effectively passing funds along to the next generation are some of the more common issues encountered.
Jack J. Shaffer, CFP, CLU, ChFC– ZLC Financial
Jack re-joined ZLC Financial in 2009 after spending 9 years as vice-president of advanced marketing for a national managing general agent. Jack has lectured extensively to professional groups including Institute of Chartered Professional Accountants – BC (previously ICABC), as well as individual accounting and legal firms. He is co-author of, and has been instructor for, both the introductory and the advanced life insurance courses. Jack has addressed many insurance industry meetings in both Canada and the U.S., including the Million Dollar Round Table, Top of the Table and the Conference of Advanced Life Underwriting.
Thank you to the golfers, sponsors and supporters of our 30th annual Charity Golf Tournament. We have raised $75,000 in support of BC Women’s Hospital Foundation Newborn ICU. Throughout the years, the charity tournament has raised over $1,122,000 for beneficiaries for the Foundation.
Get out your clubs for the 30th ZLC Foundation Charity Golf Tournament on Monday, July 6th, 2015 at Richmond Country Club. The event is presented by ZLC Financial in partnership with CAFE Vancouver and is made possible through the support of sponsors and volunteers.
Over the years, the charity tournament has raised over $1,031,470 for beneficiaries of the Foundation. Past beneficiaries include Kids Up Front, the Heart & Stroke Foundation of B.C. and Yukon, and the Juvenile Diabetes Research Foundation. This year, we are supporting BC Women’s Hospital Foundation’s Newborn ICU Campaign, which focuses its research, teaching and care for babies born prematurely and with critical illnesses.
This tournament has evolved into one of the premier golf events of the season. The blend of clients and friends creates an event that our players and sponsors look forward to every year. We are privileged to host the tournament at Richmond Country Club, which has been the venue of choice for a number of local and provincial championships through the years.
We invite you to participate in this paramount tournament and show your support for the BC Women’s Hospital and Health Care Foundation.
For more information or to register to golf or sponsor, please contact us at firstname.lastname@example.org or call Cindy at 604-688-7208.