Succession Planning & Fellowship Luncheon!
Submitted by Krishan on March 31, 2025 - 2:58pm
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| April 1, 2025: Succession Planning for
Business Owners
We will be joined by one of our senior underwriters to really dig into the complexities of disability underwriting. You will gain key insights into underwriting strategies, risk assessment and best practices.
Ticket sale closes tonight at 11:30 pm PDT! |
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April 8, 2025: Fellowship Luncheon |
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Join us for an engaging luncheon where we’ll explore key strategies for business owners planning their exit and legacy. Get insights from Richard Chang, Director, Tax & Estate Planning, Canada Life, while networking with fellow professionals over a delicious meal. What to Expect:
✔ Tax Updates – How new changes impact succession planning
✔ Transition Challenges – Common obstacles and solutions
✔ Cost of Inaction – Financial and operational risks of poor planning
✔ Transition Options – External sales vs. passing to family
✔ Philanthropy Integration – Including charitable giving in succession plans Gain valuable insights to guide your clients through their business transition journey. |
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Check out our Eventbrite page for more upcoming Advocis Greater Vancouver events!
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Questions:
If you have any questions or concerns regarding this communication, please reach out to the Advocis Greater Vancouver chapter at GreaterVancouver@advocischapter.ca |
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