Protect your assets by planning ahead: Why every adult should have an estate plan

CPA Members: Please help spread the word to your family, friends and community to attend this free virtual webinar.

Audience: General Public. This webinar is not intended for CPA’s and does not qualify for CPD.

In this free webinar you will be able to understand the what and why of estate planning and how to create a plan to distribute your assets. 

Learning Outcomes

  • learn about the various tools of estate planning
    • powers of attorney
    • wills
    • joint accounts
    • gifting
    • trust
  • define dying without a will
  • highlight facts on life insurance

Session Outline

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

About the Speaker: Michael Deepwell CPA, CA

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.

If you have any questions in regards to this session or about our financial literacy program, please contact Tierra at tpawluk@bccpa.ca.

*This session is NOT intended for CPA’s and does not qualify for CPD.

Event Info

Event Details

Date Date
Jun 9, 2022 12:00 PM - 1:00 PM
Venue Venue
Online