At VB Strategic Planning Solutions we are committed to educating clients in various areas of planning. We believe the knowledge gained at our events enables individuals to make well informed decisions. As well, clients have the opportunity to re-connect with old friends and meet new people.
On June 12, 2018, we held a seminar at the German Cultural Centre. Each speaker offered experience and specialized knowledge in their chosen field. Wilmot George Jr. highlighted Taxation at Death: the importance of concepts, considerations and estate planning strategies. Michael Gale and Vince Wiegers held a question and answer session on “Global Fixed Income Investing”. The seminar closed out with Harold Empey who educated attendees on the importance of pre-planning and organizing their estate. From the large number in attendance, we received positive feedback that will lay the groundwork in planning our next event!
“Thanks so much to you and Vince for having this great seminar!! We appreciate all of the details needed in setting this up. All positive, from the location, the lunch break and being as punctual as shown on your welcome package. And of course the subjects and speakers! Thanks again for all the work you and Vince do, and the pressure being taken off in dealing with our portfolio.”
Ted & Connie