Estate Planning Essentials for Doctors

Thursday March 14 | 5-6 pm PT

 

This webinar will be your compass in navigating the often-overlooked pitfalls and must-know planning points essential to your estate planning journey.

 

WHAT YOU’LL DISCOVER

 

  • Actionable strategies to grow your wealth so you can retire comfortably
  • Tax-efficient techniques to transfer your wealth
  • The common mistakes that doctors make – Plan well, reduce tax and spend or gift more
  • Estate planning do’s and don’ts for medical corporations
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MEET THE EXPERTS
Lori Pinkowski, CIM
Senior Portfolio Manager & Investment Advisor
Canaccord Genuity
Michael Scott, TEP
Partner
Clark Wilson LLP
Troy Melnychuk, CPA, CA
Partner, Tax Services
Grant Thornton LLP
  MODERATOR  
   
Cindy David, CFP, CLU, FEA, TEP
President & Estate Planning Advisor
Cindy David Financial Group Ltd.


Reserve My Spot Now
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