Enhancing the professionalism of financial advisors in the best interests of the consumer

Event information for Golden Triangle


 Event Detail
Organized by: Chapter     
Event Title: Lunch Seminar - "Henson Trusts vs. RDSP's"  Event Type: Seminar 
Date/Time
Start: 5/15/2013 End: 5/15/2013 Start Time: 11:30am End Time: 2:00pm
Description: Robin-Lee Norris will provide an outline of what is necessary to create a Henson Trust and identify the situations where a Henson Trust is a benefit as well as when it may not be useful.  She will take you through the same process with Retirement Disability Savings Plans.  Robin-Lee will finish by comparing Henson Trusts to RDSPs and using real examples, explain when to use each one or both most effectively. 
Agenda:

11:30am - Registration & Networking

12:00pm - Lunch

12:25pm - Chapter Announcments

12:30 - Advocacy Update by Alan Anderson

12:45pm  - "Henson Trusts vs. RDSP's" presentation

 
CE Credits: 1.0 
Speaker
Biography:
Robin-Lee Norris LL.B. 
Robin-Lee is a highly skilled mediator who uses this expertise to assist her clients in problem solving particularly in the areas of Family Business and Wills & Estates. She is active in the Guelph community and sits on various boards and committees, including the Board of Trustees for the University of Guelph and the Grand River Conservation Foundation.

Robin-Lee practises corporate commercial, real estate and wills & estates, planning law and is a senior partner in the Guelph office of Miller Thomson. She has significant experience appearing before municipal councils and other related tribunals.
 
Location Kitchener Holiday Inn
30 Fairway Rd S
Kitchener, ON N2A 2N2
Contact Kelly Thomas

admin@advocisgt.com
Notes:  

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date ->   1/18/2013     
For Member: $ $30.00 $   
For non-member: $ $40.00 $