Sep 8, 2022 - Estate Freeze of Investment Portfolios

Location: Golf's Steak House 598 Lancaster St W, Kitchener, ON N2K 1M3

Speakers:

Richard Weber CPA

Please join us in person at Golf’s Steak House as we kick-off this first meeting of our 2022-22 season where Richard Weber will be presenting the benefits of the estate freeze.

Richard is a Chartered Professional Accountant with more than two decades of tax experience working in accounting firms previously, including many years as a Tax Partner, and he also has his life insurance licence and he is a member of the Canadian Tax Foundation and has been featured at industry conferences including the CPA One 2020 Annual Conference.

Richard practices out of Oakville Ontario.

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Due to a last minute meeting conflict, Richard was unable to present, so this presentation was conducted by Peter Routly and Sara McCullough.

Topics: Estate Freeze of Investment Portfolios

Agenda:

  • 5:30pm: Networking & Drinks
  • 6:00pm: Dinner
  • 6:45pm: Speaker
  • 8:00pm: Adjournment

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Sep 8, 2022 - Estate Freeze of Investment Portfolios