The 6 Buckets of Estate Planning and Why Most People in Ontario Should Consider Having 2 Wills
20 Oct 2020, 5:30 PM
3 CPD hours
This event will be held at the Donalda Club. The structure of the event is as follows:
- Reception (cash bar) – 5:30 p.m.
- Dinner – 6:00 p.m.
- Presentation(s) – 7:00 p.m. until 8:30/9:00 p.m., depending upon the speaker, topics and audience questions.
The cost of the seminar and dinner is $85 (+tax), which you can pay by any credit card. You will earn 3.0 hours of PD credits when you attend a session. We are pleased to offer an easy, inexpensive and enjoyable way to meet your PD requirements.
If you can't make the event, your registration fee entitles you to unlimited access to the event webinar that will be posted shortly after the event and, of course, the PD certificate from listening to the webinar. If you prefer a refund, please ensure that you give us at least 48 hours notice.
We look forward to seeing you at our upcoming events. Should you have any ideas for topics, speakers, or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225.
About the Instructor(s)
Jim Kibble is an independent fee-only estate planner (i.e. sells no insurance or investment products) and founder of Ontario Estate Consulting Solutions Inc. with offices in Kitchener, New Hamburg, Hamilton, and St. Catharines. He holds credentials as a chartered accountant, trust and estate practitioner and certified executor advisor.
Jim is also the resident estate planner at the Henry Walser Funeral Home Ltd. in Kitchener where he operates his business and also assists Walser families with estate planning and estate administration matters.
Jim is husband to Penny and father to Scott and Julia and grandpa to Dean.
Jim's community involvement includes the Rotary Club of Kitchener Westmount, Country Hills Church, Waterloo-Wellington Estate Planning Council, and the K-W Racquet Club. Jim also enjoys doubles squash, camping, and the ukulele.