We would like to announce and invite you to next Financial Interest Group Seminar.
Title: Estate Planning
Date & Time: Monday, November 21 at 12 Noon.
Location: Diamond Alumni Centre, in the Thompson Fraser Room, Burnaby Campus.
Presenters: Misa Zivkovic (Raymond James Financial) Sogol Onsori and Cheryl Norton (SunLife).
The seminar will begin with a half hour introduction to the basics of estate planning: what happens when someone passes away, how to prepare, income taxes on death, common tax saving strategies, the probate process and a case study. A complimentary lunch and refreshments will follow. The seminar will end at 1:30pm after a review of the value of trusts and segregated funds in an estate plan and how to generate income guaranteed for life. The presenters will remain until 2:00PM to facilitate a discussion period and answer any questions you may have.
Lunch and refreshments will be served and to gain a better understanding of how many participants are interested we kindly ask you to please RSVP by email to Miroslav.zivkovic@raymondjames.ca or the Fig group below as seating is limited. You are encouraged to invite your spouse, partner or interested colleagues. For those interested there will be a door prize, a variety of materials of informative materials on the estate planning process and a limited number of estate planning books.
UPDATE: You may download a full copy of the presentation in PDF format here 
FIG Group For SFURA
Phil Mah –pmah@sfu.ca (604) 438 1941
Tom O’Shea--o’shea@sfu.ca (604) 551 5542
Marvin Wideen- wideen@sfu.ca (604) 461 0376
We welcome suggestions for future seminars.