• Home
  • Members
  • Join
  • Meetings
    • Upcoming Meetings
    • Past Meetings
  • News
  • Resources
    • Links & Resources
    • Reports
  • Contact
Estate Planners' Council of Hamilton
  • Home
  • Members
  • Join
  • Meetings
    • Upcoming Meetings
    • Past Meetings
  • News
  • Resources
    • Links & Resources
    • Reports
  • Contact

Annuities

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

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

Mar 10, 2020

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...

Contact Us

We're currently offline. Send us an email and we'll get back to you, asap.

Send Message

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

© 2021 · Estate Planners' Council of Hamilton. Designed by Ex Nihilo Designs.