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Estate Planners' Council of Hamilton
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05:30 PM
Featured Featured October 10th 2023 @ 05:30 PM - 07:30 PM

Oct EPC – Estate Planning: Uncovering Hidden Opportunities Using Segregated Funds

Liuna Station 360 James Street North, Hamilton

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 […]

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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.

Meeting Location

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

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