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. 
 

SPEAKERS

EVENT LOCATION

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.

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