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Rose Shawlee presents on “Key Considerations for Retirement & Estate Planning” to Chartered Professional Accountants of BC

This January 11th workshop will provide an overview of the current economic climate, expectations of the approaching federal budget, considerations for retirement planning, and tax efficient estate planning strategies. Rose’s practice focuses on assisting families and businesses with their planning, succession, estate, and business needs. She strives to make life’s inevitabilities – death and taxes, a less daunting topic for clients, while being alert to the complications they raise from a legal, family, tax, probate fee, and cost perspective. Click here to register.

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