May 28, 2020
12:15 p.m. - 1:00 p.m.
Webinar Dial-in details and links will be provided after you register. This Session is only available via Webex.
You are invited to join us for this Estate Law Lunch & Learn session. We welcome guest speaker Nicole Ewing, Senior Canadian Strategist, Advice & Guidance at Edward Jones, who will cover:
- government measures to help small business;
- timeliness of estate freezes/thaws and other tax considerations;
- ownership structures and their impact on your options;
- insurance coverage, employment contracts, and other critical considerations;
A lawyer by training, Nicole has completed all three levels of the CPA In-Depth Tax Program, and holds TEP and CLU designations. Nicole has over 15 years of experience in the wealth management industry advising on advanced wealth transfer, tax (Canada & U.S.), business succession, life insurance, philanthropic planning, and estate planning strategies. Nicole currently leads the development and application of wealth planning strategies for Edward Jones Canada.
Speaker
- Nicole Ewing, Senior Canadian Strategist, Advice & Guidance, Edward Jones
Please respond by Wednesday, May 27, 2020. If you have any questions about this event, please contact Ruxandra Andreiasi at RSVPOttawa@blg.com.
