CPA Financial Literacy Webinar: Protect Your Assets by Planning Ahead: Why Every Adult Should Have an Estate Plan

In this free webinar, participants will be able to understand the what and why of estate planning and how to create a plan to distribute your assets.  Attendees will learn about the various tools of estate planning such as powers of attorney, wills, joint accounts, gifting, and trust. 

Session Outline

• what is estate planning?
• estate planning process
• key ideas
• tools and aids
• Q&A

Details

• Date: Friday, September 20, 2024
• Time: 12:00 PM – 1:00 PM PST
• Format: Free webinar
• Speaker: Michael Deepwell TEP,CPA,CA,CFP
• Audience: General Public. This webinar is not intended for CPA’s and does not qualify for CPD

Speaker

Michael Deepwell TEP,CPA,CA,CFP 
Principal, Lamp Financial Inc

Michael is an independent financial practitioner and educator. He helps clients with tax, accounting, and business matters, as well as preparing comprehensive financial plans and end of life plans. He enjoys simplifying complex financial topics with everyday examples and illustrations.

Michael is a regular guest speaker and instructor sharing on personal finances, income taxes, insurance, savings and retirement planning. He is an active member in his community, serving on boards and committees. He considers it an honour to be involved as a CPA Financial Literacy Volunteer and Area Leader since the beginning of the program.