Associations and Networking

Segregated Funds for Estate Planning

Jan 26, 2023

Online

DATE

JAN 26

2023

TIME

6:30 PM - 7:30 PM

WHO CAN ATTEND

All

PD HOURS

1 Hour

ETHICS HOURS

0 Hours

STATUS

Registration closed on

Jan 23, 2023

EVENT DESCRIPTION

Durham CPA Ontario Association Presents: Segregated Funds for Estate Planning

Learn how using segregated funds will provide guarantees that most people are craving for in a time of uncertainty. The estate planning webinar will share tips for transferring your estate wealth quickly and without the additional costs of probate. Having a properly laid out estate plan could save your beneficiaries thousands of dollars and time in receiving their inheritances.

PRICING

$20.00 Member

$20.00 Student

$25.00 Public

Status: Registration closed on Jan 23, 2023

LOCATION

Online

SPEAKER(S) BIO

Linda J. Levesque is a CERTIFIED FINANCIAL PLANNER® professional, public speaker, author and Sr. Investment Advisor with iA Private Wealth under her own banner of Levesque Wealth Planning. Linda was also a Professor at Seneca College teaching Estate Planning online during COVID.

Linda has been helping families, create wealth, for over 30 years. Linda is the best-selling author of ‘The 5 Minute Wealth Plan’: Saving Today for a Richer Tomorrow. Linda is a contributing author in ‘The Trusted Authorities’ book along with Dr. John Gray and Marci Shimoff. Linda’s chapter is ‘Single Again’: Wealth Planning on One Income. Linda has co-authored a book, ‘The Road to Success’, with Jack Canfield, (from Chicken Soup of Soul, series) and other experts in their fields. Linda has also been a featured guest on several radio stations.

Linda is well experienced in meeting the needs and preserving the accumulated wealth of the conservative investor and is an independent thinker who offers independent products. Everything Linda recommends is geared to the individual’s needs and goals. She rarely follows the crowd but takes the initiative to lead. Linda regularly takes continuing education courses to help stay abreast of new and changing trends. This has helped her to successfully plan and transition clients’ lifestyle changes throughout their lives and throughout the various stages of retirement.

Daniel Fearon

Daniel has been in the financial services industry here in Canada, the UK and Chicago Illinois since 1994. He brings a strong investing, trading, investment banking and analytical background to this role. Daniel prides himself on putting in the effort to help get clients to where they need to be. Clients value his thoughtful and personable approach along with his international perspective and fresh ideas.

Daniel has a Bachelor of Commerce, Specialist in Finance, Major in Economics from the University of Toronto and a Master’s of Business Administration from the London Business School (University of London, UK). He is a Chartered Financial Analyst Charter Holder with the CFA Institute, has his CPA (Chartered Accountant) designation from the Canadian Institute of Chartered Accountants and has his Canadian Securities Course as well as Wealth Management and Options courses from the Canadian Securities Institute.

*Insurance products are provided through iA Private Wealth Insurance, which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

SPECIAL INSTRUCTIONS

An email reminder of this event will be sent out closer to the date. Please check your Junk and Spam folders and ensure membernetwork@cpaontario.ca has been added to your safe addresses.