Fraser Valley Estate Planning Council Dinner Meeting
Name: Fraser Valley Estate Planning Council Dinner Meeting
Date: November 19, 2019
Time: 5:45 PM - 8:30 PM PST
The Fraser Valley Estate Planning Council invites professionals from financial and estate planning fields to the Tuesday, November19, 2019, dinner meeting, for a Panel Discussion on Estate Planning Pitfalls: Overlooked Tax Liabilities for Estates and Beneficiaries. With the following panel members: Sonia ParmarB.Comm, CPA, CGA, STEP Affiliate Sonia is a local general practitioner at David Pel & Company. After joining David’s office 6 years ago, she quickly learned the professional community here is great and look after each other. She has been in public practice for over 25 years and has focused on Estate and Trusts for the past 15 years. Lilian Cazacu MA, Phd.c. M. Jur. B.C.L. Lilian is a Notary Public and founded the LC Notary Corporation 5 years ago. His team is formed of 7 people and keeping growing. He has been nominated and awarded with several prestigious local and provincial awards. Linson Chen CFP, CIM, CLU, FCSI Linson is a Financial Advisor at RGF Integrated Wealth Management, an independent Vancouver-based financial advisory firm founded in 1973. He works on a team that focuses on retirees and those within within five years of transitioning into retirement. He has a specialization in Responsible Investments and Charitable Giving strategies.