Financial & Legal Solutions for Cross Border Estate & Retirement Accounts

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Financial & Legal Solutions for Cross Border Estate & Retirement Accounts

Windsor Estate Planning Council recently announced its next meeting scheduled for February 18th, 2016 at the Caboto Club, Windsor, Ontario, Canada.  The topic of discussion will be: “Financial and Legal Solutions for Cross Border Estate and Retirement Accounts” presented jointly by Michael Kennedy, JD, LL.M of Ingenuity Counsel and Darren Coleman, PFP, CFP®, CIM®, FMA, FCSI of Coleman Wealth, Raymond James.  Please find the biographies of the presenters by clicking the appropriate links above.

Ingenuity Counsel and Coleman Wealth have also generously provided a Platinum Luncheon Sponsorship.

Networking: 11:45am

Lunch: 12:15pm

Presentation: 12:45pm

Wraps up approximately @ 1:30pm

If you would like to attend, please RSVP by completing the WEPC Notice of Meeting Form (click on the link) at your earliest convenience and submit it to andrea@ingenuitycounsel.com.  Guest fee of $25 per person, which includes lunch, is payable at the meeting.

You can view the outline of the Presentation by clicking “Financial and Legal Solutions for Cross Border Estate and Retirement Accounts“.  The most common cross border problems involving financial & retirement accounts are death and divorce.

 

 

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