BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P1H REFRESH-INTERVAL:P1H CALSCALE:GREGORIAN BEGIN:VTIMEZONE TZID:America/Vancouver BEGIN:DAYLIGHT RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU DTSTART:20070101T000000 TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:Pacific Daylight Time END:DAYLIGHT BEGIN:STANDARD RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU DTSTART:20070101T000000 TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:Pacific Standard Time END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Vancouver:20260603T120000 DTEND;TZID=America/Vancouver:20260603T130000 X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:Lunch & Learn Webinar - Top 10 Tax & Estate Planning Strategies for Business Owners and Families DESCRIPTION:Planning ahead isn't just about reducing taxes\, it's about protecting your wealth and ensuring it's transferred the way you intend. In this practical and informative session\, you'll be introduced to key tax and estate planning strategies commonly used by Canadian families and business owners.Topics include probate minimization\, family trusts\, alter ego and joint partner trusts\, estate freezes\, and wealth preservation techniques. The session is designed to simplify complex concepts and highlight real-world planning opportunities and potential risks.What you'll gain:A clearer understanding of how estate planning strategies work in CanadaPractical ideas to help reduce taxes and protect your estateInsight into common planning gaps and how to avoid themQuestions to ask your advisors when reviewing your own planWhether you're planning for your family or advising clients\, this session will equip you with actionable insights you can apply right away.WHEN: \nWednesday\, June 3rd\n12:00 pm - 1:00 pm\n\nTICKETS: \nFree & exclusive to Richmond Chamber members though advanced registration is required. \n\nWHERE: \nDelivered virtually via Zoom PRESENTER: Geoff Chen\, CIM \, CPA\, CA\, LL.M. (Tax)\, FEA\, TEP\nInvestment Advisor\, TD WealthGeoff provides comprehensive wealth management services to high-net-worth families\, professionals\, and entrepreneurs.Geoff's career spans advanced tax planning\, estate strategies\, and wealth preservation\, allowing him to provide clients with a uniquely integrated advisory experience that bridges technical planning with proactive portfolio management. His practice focuses on building customized investment solutions aligned with clients' financial objectives\, risk tolerance\, and legacy goals\, while incorporating tax-efficient structures and succession planning strategies wherever appropriate. X-ALT-DESC;FMTTYPE=text/html:


Planning ahead isn&rsquo\;t just about reducing taxes\, it&rsquo\;s about protecting your wealth and ensuring it&rsquo\;s transferred the way you intend. In this practical and informative session\, you&rsquo\;ll be introduced to key tax and estate planning strategies commonly used by Canadian families and business owners.

Topics include probate minimization\, family trusts\, alter ego and joint partner trusts\, estate freezes\, and wealth preservation techniques. The session is designed to simplify complex concepts and highlight real-world planning opportunities and potential risks.

What you&rsquo\;ll gain:

Whether you&rsquo\;re planning for your family or advising clients\, this session will equip you with actionable insights you can apply right away.

WHEN: \;
Wednesday\, June 3rd
12:00 pm - 1:00 pm

TICKETS: \;
Free &\; exclusive to \;Richmond Chamber members though advanced registration is required. \;

WHERE: \;
Delivered virtually via Zoom \;

PRESENTER: \;

Geoff Chen\, CIM®\;\, CPA\, CA\, LL.M. (Tax)\, FEA\, TEP
Investment Advisor\, \;TD Wealth

Geoff provides comprehensive wealth management services to high-net-worth families\, professionals\, and entrepreneurs.

Geoff&rsquo\;s career spans advanced tax planning\, estate strategies\, and wealth preservation\, allowing him to provide clients with a uniquely integrated advisory experience that bridges technical planning with proactive portfolio management. His practice focuses on building customized investment solutions aligned with clients&rsquo\; financial objectives\, risk tolerance\, and legacy goals\, while incorporating tax-efficient structures and succession planning strategies wherever appropriate.


LOCATION: UID:e.2815.1457772 SEQUENCE:3 DTSTAMP:20260510T124450Z URL:https://business.richmondchamber.ca/member-events-calendar/Details/lunch-learn-webinar-top-10-tax-estate-planning-strategies-for-business-owners-and-families-1726587?sourceTypeId=Hub END:VEVENT END:VCALENDAR