Roundtable discussion on personal estate planning issues.
A "client" will provide example planning challenges and the panel will discuss various solutions. Panel members to include a lawyer, an accountant, a banker and a financial planner.
Client – Nadine Casey French - NCF Law
Lawyer – Roy Sommery – Doak Sherriff
Accountant - Anne Postlewaite – Grant Thornton
Insurance/Financial – Steven Klassen – Sun Life Financial
Trust Planning – Rick Montens – Royal Trust