2025 Estate Planning Seminar
Wednesday, January 29th,
7:30 AM – 11:45 aM
Crafting well-structured estate plans has never been more crucial to safeguarding your clients’ financial futures, their businesses, and their families. This year’s seminar will provide an update on new tax legislation and offer actionable strategies to help you design estate plans that not only minimize disputes but also optimize asset preservation for your clients.
Join us for a morning of expert knowledge tailored for you to assist in navigating this pivotal time in estate planning
AGENDA
Registration & Breakfast
Session 1 – Keynote: Finding Success In Family Business Succession
Speaker: Dr. Lee Hausner, Managing Director of First Foundation Advisors
Session 2 – Generation Impact: How Next Gen Donors Are Revolutionizing Giving
Speaker: Dr Michael Moody, Author & Professor of Philanthropic Studies, Indiana University Indianapolis
Break
Session 3 – 2025 Tax Update
Speaker: Asif Abdullah Partner, Thorsteinssons
Session 4 – Comprehensive Financial Planning for Business Owners
Speakers: Aeronn Zlotnik, Principal & Financial Advisor & Violet Smith, Financial Advisor
SPEAKERS
EVENT LOCATION
The event will be held at Terminal City Club in the,
Metropolitan and Ferguson reception rooms. Terminal City Club is located on 837 West Hastings Street.
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There’s no better time than now to achieve more with your finances. When working alongside financial professionals with a long history of service in Vancouver, you can rest assured that your plan is working to meet your financial goals.