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Estate Planners' Council of Hamilton
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05:30 PM
Featured Featured March 10th 2020 @ 05:30 PM - 07:00 PM

March EPC – Tips & Traps when Including Annuities in a Client’s Planning- Suzanne Schultz, CPA, CA, CFP

Liuna Station 360 James Street North, Hamilton

Suzanne Schultz, CPA, CA, CFP Vice-President and Estate Planning Specialist RBC Wealth Management Financial Services Inc. PRESENTATION: Tips and Traps when Including Annuities in a Client’s Planning In this presentation Suzanne will talk about the different kinds of annuities available on the market, the taxation of […]

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Estate Planners’ Council of Hamilton

The Estate Planners’ Council of Hamilton (EPCH) is a not-for-profit organization of accredited professionals from interrelated disciplines such as legal, tax, investing, insurance, trust and charitable gift planning whose members advise the public on different aspects of estate planning and administration.

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  • Liuna Station, 360 James Street North, 2nd Floor, Hamilton, ON

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