May 13, 2008
Toronto, Ontario
Foran Financial Institute
The Foran "Applied Estate Planning Seminar" would appeal to advisors or parties who want to learn more about key issues in estate planning and business succession.
Content: The first 2½ days of this three-day seminar will consist of lectures based on: will planning; advanced taxation issues including attribution rules, estate freezes, inter vivos transfers and post mortem planning; buy-sell agreements for unincorporated and private limited companies; compensation planning including retirement compensation arrangements; charitable gifting; and related issues in building and passing on an estate.
The last part of the three-day session will focus on applying student knowledge to real life estate planning situations using a case study approach. A panel of experts will facilitate this part of the program through an interactive process.
For more information please visit www.foranfinancial.com or phone 1-800-565-0374
CFP®, CERTIFIED FINANCIAL PLANNER® and 
® are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planners Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
Print Version
DEL.ICIO.US
Digg It