Now that you have heard the basics about a complex transaction, WWEPC Member Sara McCullough, CFP, RFP, CDFA, will explain how to advise when the transaction is more complex. Divorce, marriage, exiting Canada and transitioning the family farm will all be covered tonight, using the base case family from last month’s meeting.
If you are interested in attending, please email Val at wwepc.canada@gmail.com to have the Zoom link sent to you.