Paul Nazareth, VP Development & Education, Canadian Association of Gift Planners

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.c1737820847pevf@1737820847rotan1737820847idroo1737820847c1737820847 for more information.

We’re excited to welcome you to our May dinner event featuring Kathleen Cunningham. This event will also serve as our AGM.

To RSVP, please register via Eventbrite

Date and time: Tuesday, May 20, 2025 · 5:30 – 8pm

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

Title: Assisting clients in vulnerable situations

Presentation Description: In September 2023 STEP Canada released its 2023 Client Service Resource: “A Guide to Assisting Persons in Vulnerable Circumstances.” The presentation will review highlights of the guide and how it can be used to assist professionals when serving their clients.

Speaker Bio: Kathleen Cunningham, BCom, LLB, MPS, TEP

Over her career, Kathleen served as Executive Director of the BC Law Institute (BCLI) and the Canadian Centre for Elder Law (CCEL) from 2015-2020, has led the delivery of education, legal support, and risk management at a major Canadian trust company, and assisted the Public Guardian and Trustee of BC with the implementation of personal planning and guardianship legislation, as well as projects addressing financial abuse of vulnerable adults. Kathleen was a member of two BC Law Institute Committees – Modernization of the Trustee Act, and Undue Influence Recognition and Prevention: A Guide for Legal Practitioners. She assisted STEP Canada with the planning, delivery, and final report for its 2021 Symposium on Vulnerable Clients and she is the author of STEP Canada’s 2023 Client Service Resource: “A Guide to Assisting Persons in Vulnerable Circumstances.” Kathleen served on STEP Worldwide Council (2015-2017) and in December 2023 she completed a six-year term on the steering committee for the STEP Worldwide Mental Capacity Special Interest Group.

EVENT SPONSORSHIP AVAILABLE! Email moc.c1737820847pevf@1737820847rotan1737820847idroo1737820847c1737820847 for more information