The Pitfalls of Jointly Held Property; and Corporate Investment in Today’s Tax Environment

There will be two topics covered during this event and in addition to hearing great speakers and topics, you will earn 3.0 PD hours. Please click the above link to see the topics and speakers for the evening. 


3 Dec 2019, 5:30 PM

3 CPD hours

$85

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Course Description

There will be two topics covered during this event:

1. The Pitfalls of Jointly Held Property

    Speaker: Kathryn Balter, J.D. of Fogler, Rubinoff LLP       

2. Corporate Investment in Today’s Tax Environment

   Speaker: Catherine Miao, CFP, CPCA, RRC of IG Wealth Management

        

This event will be held at the Weston Golf & Country 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 speakers, 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. 


Course Walkthrough

  • Kathryn Balter's Presentation
  • Kathryn Balter's Recording
  • Catherine Miao's Presentation
  • Catherine Miao's Recording
  • Certificate: December 3, 2019 Evening Event
  • Feedback / comments

About the Instructor(s)

Picture of Kathryn Balter
Kathryn Balter

Kathryn Balter is a partner in Fogler, Rubinoff LLP's Wills and Estates group. Her practice is focused on helping clients achieve their estate-planning goals by providing advice on wills, trusts, the transfer of assets, powers of attorney, and estate administration. She works in partnership with her clients to help them navigate complex matters and to protect and plan for the transfer of their personal assets. Kathryn is active in the estates and trusts bar and is a member of the Ontario Bar Association (OBA) Executive for trusts and estates law as well as a student member of the Society of Trusts and Estates Practitioners (STEP).


Picture of Catherine Miao
Catherine Miao

Catherine joined IG Wealth Management as a Consultant in February, 2005 and was appointed to Division Director in January, 2010. Catherine manages a dynamic team of Consultants, a role she drives with passion. She provides the Consultants with mentoring, coaching and training support to help them build a successful financial planning practice.

As a practicing Certified Financial Planner professional, she uses a consultative approach to help you connect to what you deeply care about and make intelligent decisions regarding your finances. Her mission is to positively influence the affluent business society, by being the resource for finding innovative solutions for your wealth management needs. She understands and best addresses your concerns in the following 5 areas: Wealth Preservation; Wealth Enhancement; Wealth Transfer; Wealth Protection; Charitable Giving

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