You Will Learn How:
- To minimize or even Eliminate Taxes on your estate.
- To Avoid Double Taxation on your “Red” retirement accounts.
- To Bypass paying upfront Capital Gains Taxes when selling your investments.
- To convert assets into an Income You Can’t Outlive and leave a Lasting Legacy.
- Our Government Wants You to Save Taxes and leave more to Your Family & Loved Ones!
About the Speaker
For over 30 years Brad Willems has assisted families in implementing tax and financial strategies that maximize their inheritances and philanthropic intentions. Brad has authored the book, “No Shortcuts: Ideas for Focused Results in a Distracted World” and has been seen on PBS and Global TV.
Brad is a founding member of the Abbotsford Estate Planning Council and is currently a member of the Canadian Association of Gift Planners. He also serves as a director for Amicus Global Relief Solutions. Brad is passionate about redirecting every possible dollar of “social capital” (also known as tax dollars) to the organizations that work towards creating a better community, both locally and globally. As a result of his expertise, Brad has helped his audiences redirect over $6 million to the non-profit sector.
Brad and his wife, Donna, are blessed in having their adult children, Steve and Alicia, and their respective families living nearby which enables them to enjoy ongoing rich family time together.
Do not miss this opportunity to hear one of our nations’ most knowledgeable, entertaining and engaging speakers on the topic of how you can save income and minimize estate taxes.
Tuesday, April 7th, 2020
Registration: 6:30 p.m. | Presentation: 7:00 p.m.
Refreshments will be served.
Quality Hotel & Conference Centre
Mt Baker Room
36035 N Parallel Rd, Abbotsford, BC V3G 2C6
Seats are COMPLIMENTARY, but limited.
Avoid the waitlist by registering today!
Or Contact Lucas, at 604-743-0575 or email your response to firstname.lastname@example.org
“One of the best presentations I’ve seen. Simplicity off the charts.” – M. Berger
“It helped me to assess my future plans, financially and as a family.” – H. Schmidt
“The visuals were spectacular! A great presentation.” – B. Malcolm
Excellent presentation, very informative and useful! J. Hintz
A man who speaks of purpose gets my full approval, attention and appreciation. A. Poulos
Very clear, well presented and inspirational; didn’t “talk down” to us, and not too complicated, minimum of “jargon!” P. Cleverley
As a Certified General Accountant and a licensed mutual fund/life insurance representative, even I learned much new information! E. Hallot
Eye opening. Avenue to help family and charity. B. Zilberberg
Very enlightening. A simple, straightforward walk through quite a complicated process. Advice not to be ignored. E. & D. Preston
I like the way the presentation covered other aspects of a person’s life as well as their financial wealth. S. Dobson
Entertaining (not boring) and very informative! Good all-around picture of how to protect assets from the CRA. H Schultz
It was clear, concise, and informative. A. Heppner
Very informative, clearly presented and super helpful. I learned things I didn’t know! V. Harder
Good presentation – both big picture as well as specific details. L. Penner
Great presentation – covered lots of material, including some new insights. Lots to follow up on! B. Boughen
Very informative and positive. Presented in an interesting format. C. Gude
My takeaway? Start today. Just do it! H. Janzen
Opened up a whole new way of thinking for me about charitable giving. K. Hohner
We enjoyed the personable, fluid speaker; well worth attending! Thanks Brad! G. Unger
Excellent. Would be valuable to anyone faced with planning your wealth management. M. Gurski