Learning Session: Estate Planning and Tax Tips
Tuesday, March 3rd – 2:30 pm to 3:30 pm
Presented by by Sheralynne Merritt
from Rise CPA
Introduction provided by Chadwick Walker
Portfolio Manager, Investment Advisor
Odlum Brown Limited
A discussion surrounding the vitality of Estate Planning by Sheralynne Merritt from Rise CPA. Taxes on death is never pleasant and Sheralynne will talk about ways of minimizing tax and maintaining the peace in the family while evaluating the best methods for achieving these objectives. Additionally, she will be available to discuss examples of past complexities and strategies to overcome the same. Join us to learn more.
Pre-registration is required by March 1st to 604.240.8550. No charge to attend.