Bringing Legal Peace of Mind to Life Event Planning

Managing the process around life events (before, during and after) with a multi-stakeholder team requires three important legal documents which must be anticipated and drafted in relation to a holistic retirement, disability and estate plan.  Learn how to advise your clients to think about these difficult topics in a more positive light with two important sessions from Philippe Richer LL.B at the May 24 Virtual CE Summit and bring peace of mind to family members who otherwise worry about how to avoid abusive or unintended circumstances.

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Philippe’s career in law began later in life.  After high school, he joined the Armed Forces where he served 8 years.  Then, following his service, he worked in sales for twelve years. It wasn’t until his own marriage came to an end and he experienced a divorce, that he felt compelled to be a positive part of the legal industry; someone more approachable, accessible and affordable

Determined this was his new calling, Philippe quit his job and went back to school.  A risky move for anyone, but his determination and focus were of great benefit to him in law school, as he was soon the recipient of the Yude M. Henteleff Award in Human Rights and Civil Liberties, the H. I Corne Prize (Awarded to the student with the highest standing in ‘Problems in Contract and Torts’) and was a finalist for the Manitoba Bar Association ‘Solomon Greenberg Prize in Advocacy’. 

It’s time to book your seats for the Virtual CE Summit: Retirement & Estate Planning! The journey starts online on May 24 at the virtual instructor-led event. Early-bird deadline: May 15!

Agenda Overview:

• Federal Budget and New Taxes on Your Assets
• Retirement Planning: Protecting Equity Against Inflation, Stagflation & Recession
• Estate Planning: How Higher Inflation Impacts Future Estate Values
• Use of Trusts in Estate Planning
• Wills, Powers of Attorney and Health Care Directives
• Advanced Serious Illness Planning (ASIP):“The Why”
• Introducing ASIP to your Clients: “The How”
• Emotionally Charged Asset Transfers: The Family Cottage. Round Table with the Society of Real Wealth Managers™

Visit full agenda