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Partner Events: Network and Learn Evening: Wealth Preservation through Estate Planning
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2018-06-14
When: Thursday, June 14, 2018
From 6:00 PM to 8:00 PM
Where: The Strathcona Hotel
60 York Street
Toronto, Ontario  M5J 1S8
Canada

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Join the CMC-GTA Chapter on June 14 for an evening of networking and a discussion on Estate planning with Lorne Saltman, Managing Director of Forvest Family Office.

Forvest Family Offices is a multi-disciplinary, multi-jurisdictional partnership, comprising of Canadian lawyers, a Swiss private banker and Barbados accountant.

 They work with families to advise and provide solutions to identified problems, including corporate reorganizations, estate freezes, asset protection structures, and strategic philanthropy.

Their approach is to provide a single source for successful families to meet their objectives, including preserving, managing, enhancing, and passing on its wealth. Based on a holistic approach to the client and the client's family and business, they develop and monitor the implementation of a customized, long-term strategic plan by identifying barriers facing the family in achieving financial and personal goals.

Event Details:

Date: Thursday, June 14, 2018

Time: 6:00pm-8:00pm

Location: The Strathcona Hotel, 60 York St. ON

Cost: Free to attend, but please register in advance!*

For more information or to register, please click here.


PMI Toronto Chapter members receive a discounted rate to attend CMC-GTA Chapter events and courses. To receive the discount, simply select the ‘PMI Toronto Chapter Registration’ option during the registration process and complete the transaction. If you have any issues, please contact events@cmc-canada.ca for events support. For inquiries relevant to CMC offered courses, please contact CMC’s certification manager Sarah McIntosh at smcintosh@cmc-canada.ca

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