Fraser Valley Estate PLanning Council

Home

You Are Invited to Join the CAGP Education Session via Zoom

Thursday, March 17 10:00 AM

Please email Rebecca at moc.c1737821442pevf@1737821442rotan1737821442idroo1737821442c1737821442 to RSVP

 

 

Virtual Meeting Schedule:
5:00 pm: Welcome & Announcements
5:20 – 6:00 pm: Presentation

 

We invite professionals in the Estate Planning field to explore our Professional Development options which include discussions and information relative to your day-to-day work. Meet and share ideas with others who are in the Estate Planning industry. Our Bi-monthly meetings include a great dinner, networking and educational content.

Fraser Valley Estate PLanning Council

Upcoming Events

  • Events

    How Does Life Insurance Fit Within Corporate Planning?
    11 Mar 25
    How Does Life Insurance Fit Within Corporate Planning?

    We’re excited to welcome you to our March dinner event featuring Brad Hyde. More details to follow!

    To RSVP, please register via Eventbrite

    Date and Time: Tuesday, March 11, 2025 · 5:30 – 8pm PDT

    Location: Sandman Signature Langley Hotel, 8828 201 Street Langley Township, BC V2Y 0C8

    Speaker: Brad Hyde BBA, CLU, CHS, EPC

    Director, Tax and Estate Planning, Western Canada
    IDC Worldsource Insurance Network Inc.

    Presentation: Understanding where Life Insurance fits in Corporate Planning

    Life Insurance is an extremely valuable asset of the corporation when applied correctly. You will have a better understanding of some of the ways clients are effectively using life insurance to minimize passive investment taxes as well as strategies to eliminate personal capital gains on shares owned in their private corporations. We will explore a few technical aspects of life insurance and then dive into some case studies to illustrate how it all ties together.

    EVENT SPONSORSHIP AVAILABLE! Email moc.c1737821442pevf@1737821442rotan1737821442idroo1737821442c1737821442 for more information.

Fraser Valley Estate PLanning Council

Networking with FVEPC

  • Become a part of our network and receive valuable professional development and information relative to Estate Planning in the Fraser Valley.

    View all our members or consider becoming a member.