Fraser Valley Estate Planning Council Virtual Meeting

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Name: Fraser Valley Estate Planning Council Virtual Meeting
Date: January 19, 2021
Time: 5:00 PM - 6:00 PM PST
Event Description:
This event is not hosted by the Surrey Board of Trade. Please contact the event hosts noted below for details.

The Fraser Valley Estate Planning Council invites professionals from financial and estate planning fields to the Tuesday, January 19, 2021, virtual meeting, with Tyler Saito, MBA, CFP, CLU, Director of Wealth Management and Business Solutions at Coast Capital Wealth Management. Tyler’s topic will be: An Insurance Concept for Estate Preservation and Legacy Creation. Tyler is a strategic leader with extensive experience in wealth management and insurance, and is a regular contributor on CTV Morning Live, explaining finances in an easy-to-understand way. He is also often seen on Global News appearing as a subject matter expert in the field. He enjoys playing and coaching softball with his two daughters.
Date/Time Information:
Tuesday, January 19
5:00pm – 5:15 pm: Networking
5:15pm – 5:20 pm: New Members and Speaker Intro
5:20pm – 6:00 pm: Presentation
Contact Information:
Rebecca Noort, Coordinator Fraser Valley Estate Planning Council 604-226-6734
Cost: $30 - New members welcome.
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