Financial Wellness Masterclass (Virtual Only)

*UPDATE April 21: This event has been changed from In-Person & Virtual to Virtual only*

Session #4: Estate and Tax Planning for Doctors

This session focuses on estate and tax planning considerations for Physicians seeking to protect the value of their assets, ensure the continuity of wealth and provide clear instructions to loved ones.  

Participants will learn how estate planning is different for doctors, the pitfalls of relying solely on a will-based plan, and the importance of tax planning and life insurance in estate planning.  

Topic areas covered:  

1. Why is Estate Planning different for doctors?  
   • Dealing with personal assets  
   • Dealing with corporate assets  
   • Wills, Powers of Attorney and Health Care Agreement  

2. The Pitfalls of Will Based Planning  
   • Understanding WESA (Wills, Estates and Succession Act)  
   • Avoiding common mistakes  
   • Wills VS Trusts  

3. Tax and Insurance Planning  
   • Estate preservation  
   • Managing the impact of taxes on your estate  

Time: 60-minute workshop and 30 minutes of Q&A.

Level: Moderate to Advanced concepts

When: March 28, 2022 – 6:30-8:00pm

Please Register: https://us02web.zoom.us/meeting/register/tZIlcOGsqDMoGdQHh6o8ebmSKgLXaOxOtexh

Speaker Bios:

FLC

Alphil Guilaran and Bobby Ning are the founders of Financial Literacy Counsel and the 2020 IFSE Institute Financial Literacy Champion of the Year.

Founded in 1999, FLC is a boutique financial planning and education company. They began teaching doctors in 2003 through UBC Medicine and were contracted in 2011 by Vancouver Coastal Health Employee Wellness to provide financial education and coaching to healthcare professionals.  They continue to deliver programs through BC Doctors of Optometry, Resident Doctors of BC, Divisions of Family Practice, as well as other medical and business associations.

John Askin

John Askin is the founder and Principal of Wealth Strategy Group. He graduated from Osgoode Hall Law School in 1980 and has 40+ years of experience in tax & estate law.

John is a current member of the Vancouver Estate Planning Council and the Canadian Tax Foundation. He is also the author of the book “For Love, Not Money”, an in-depth look at the importance of wealth preservation solutions for professionals.