Customplan Professional Development Day - Estate of Affairs

Taxation, complexity of assets, family dynamics, sweeping new legislation and risk of litigation have created a perfect storm in dealing with our clients' future and their estate. Are we prepared?  
 
CHANTAL CATTERMOLE, Chair, Canadian Family Practice (Cozen O'Connor) is our Keynote speaker. Whether structuring spousal support, dividing assets, drafting marriage agreements, or planning multi-generational wealth transfers, Chantal thrives in guiding clients through complex processes, protecting their families and future, and seeking cost-effective resolutions outside of the courtroom whenever possible. Experienced in multi-generational estate planning, protecting and preserving family wealth, Chantal will provide us with "counsel" and education. What ALL advisors should know! 

The day will be comprised of topics and concepts pertaining to the affairs of our client's future and their estates. 
 
May 13, 2025
8:00AM - 3:30PM

The Vancouver Club
915 W Hastings Street, Vancouver, BC V6C 1C6 MAP

Agenda 
8:00 AM - 9:00 AM // Breakfast and Registration
9:00 AM - 12:30 PM // Presentations 
Keynote Speaker
Chantal Cattermole, Chair, Canadian Family Practice
Cozen O'Connor
Corporate-owned/paid life insurance and personal estates 
Peter Wouters, Director, Tax, Retirement & Estate Planning Services
Empire Life
BREAK
Transitioning Clients: An Advisor’s Succession Decision
Rick Forchuk, Distribution Consultant
Empire Life
Insurance Council Compliance Observations and the Transition of a Practice
Marko Goluza, Director, Professional Conduct
Insurance Council
12:30 PM - 1:15 PM // Lunch
1:15 PM - 3:30 PM //Presentations 
Corporate Living Benefits 
Nathan Dong, Senior Sales Consultant 
RBC Insurance 
Money, Probate, and Time
Mike Jackson, Senior Sales Consultant
RBC Insurance 
Divide the Assets, Unite the Family: JLTD as an Estate Planning Tool 
Jackie Zhang, Business Development Manager
BMO Insurance
3:30 PM // Closing Remarks

Parking:
**Important** Complimentary parking will ONLY be provided to registered vehicles that were registered by May 2nd, 2025.  Parking for unregistered vehicles will not be covered/reimbursed.
 
Location: The Terminal City underground Impark Parkade is located on Cordova Street just west of Howe Street. MAP: Terminal City Club Parking - Impark Lot #1210

CE Credits 
Presentations have been submitted for CE Approval to the following Councils and Organizations: ICBC, AIC, ICM, ICS, Advocis, FP Canada, and FRSA. Subject to receipt of approval, CE Certificates will be emailed to you. Kindly note that this process may take 8 weeks as each Council/Organization requires time for accreditation. 

Full attendance is required to be eligible for CE Credits.

Breakfast and Lunch will be served