Cross Border Estate and Tax Planning

In person Ticket -$10 Suggested Donation.
$5 Ticket to receive a recording of the session.


-  Estate Planning and Estate Taxes
-  Changes to estate tax thresholds
-  Real Estate Holdings and Planning – Canada and US
-  Cross-border income, pension and benefits planning

Steele Wealth Management of Raymond James Ltd (USA) 

WHEN

Wednesday, February 15, 2023 at 08:00 PM Eastern Time (US & Canada) Time

WHERE

ON ZOOM
595 Parkside Dr
Waterloo, ON N2V 1A1
Canada
Google map and directions

CONTACT

Julia Buchanan
[email protected]

108 RSVPs