- This event has passed.
Oct EPC – Estate Planning: Uncovering Hidden Opportunities Using Segregated Funds
October 10th 2023 @ 05:30 PM - 07:30 PM
Jon Hreljac, CPA, CMA of Manulife Investment Management will speak to segregated fund contract strategies and how their flexibility can help provide estate planning benefits in specific situations. Jon will also discuss real life examples which demonstrate the consequences from a tax and estate planning perspective of failing to plan.