Fraser Valley Estate Planning Council Dinner Meeting
Name: Fraser Valley Estate Planning Council Dinner Meeting
Date: May 21, 2019
Time: 5:45 PM - 8:30 PM PDT
The Fraser Valley Estate Planning Council invites professionals from financial and estate planning fields to the Tuesday, May 21, 2019, dinner meeting. Chris George, PlayCheques Financial Solutions, will speak on the topic of Insurance, The Swiss Army Knife.Chris specializes in working with medical professionals in their personal and corporate financial planning. Chris assists his professional clients with their personal and corporate cash flow planning, debt elimination, tax-efficient insurance strategies, and their retirement and estate planning. The majority of Chris’ clients are dentists, and Chris assists them at all stages of their careers. Chris is a Certified Financial Planner, Chartered Life Underwriter, Certified Health Insurance Specialist, and a Registered Trust and Estate Practitioner. Chris is a member of Advocis, STEP Canada, CALU, is a Court of the Table member of MDRT, VP of the Fraser Valley Estate Planning Council, and is the BC Area Chair for the Million Dollar Round Table. Chris is also on the Advocis Standards and Accreditation Committee and plays a direct role in the development of professional accreditation and education for all advisors across Canada. Insurance is frequently misunderstood and is commonly thought to be a necessary evil to eliminate debts upon a death. Properly planned and placed insurance has a myriad of uses, from estate equalization and privacy, to retirement income planning, to partnership agreements, to funding trusts, and many other uses for personal and corporate needs. Chris will discuss what everyone needs to know about the utility, tax, legal issues, and the benefits of proper coordinated planning with a client’s trusted team of advisors.