Estate Planning Seminar 

ZLC Financial – Professional Development Series


Tuesday, January 24th

12:00 PM – 6 PM


Join us for lunch, and an afternoon of dynamic content!

Our half day of sessions will cover:

  • Successful Succession and Wealth Transition Planning
  • 2023 Tax Update
  • Leveraging Insurance as an estate planning tool
  • Segregated Funds: An alternative to a family trust in an estate plan
We’ll follow up our afternoon of content with cocktails, snacks and networking. 



The event will be at the Fairmont Hotel Vancouver, in the “The Roof” meeting room. The hotel is located at 900 W Georgia Street, and “The Roof” room is located on the 15th floor.

Need Financial Advice?

We’re here to help

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.