September 11, 2018

Financial Interest Group Seminar

This is to announce the next Financial Interest Group Seminar.

This seminar is the repeat of the seminar presented by this group in November, 2017.

A number of people were not able to attend due to lack of seating capacity in the last seminar.

Title: Tax in Life and Death-Keeping taxes away from your savings and passing on Wealth through Estate Planning.

Date and time: September 11, 2018. 12:00 PM to 1:00 PM.

Location: Halpern Centre, Burnaby Campus, Room 114.

Presenters:

Ahsen Ansari, Investment Advisor(RBC Dominion Securities)

Power Point Presentation

Christine Lowe, Lawyer (Richard Buell sutton LLP)

Power Point Presentation

Hussain Haji, Senior Manager(Rise CPA)

Power Point Presentation

 

We will learn from these specialists in the field of investment, taxation, and estate planning. We hope to learn how we can protect our retirement funds and minimize taxes. It is suitable for retirees and people who are approaching retirement. Spouses and partners may also be benefited from this seminar.

A light lunch and beverages will be provided by the courtesy of RBC Dominion Securities for the first 40 attendees, starting at 11:30 AM.

The SFURA FIG Team.

Marv Wideen-wideen@sfu.ca

Tom O'Shea- oshea@sfu.ca

Philip Mah- pmah@sfu.ca.