Estate Planning in 5 Easy Steps

Description

Estate planning conjures up images of wealthy people with millions of dollars. But if you have any assets or dependents and you care about what happens to them, then you need an estate plan, which is much more than just writing a Will. Estate planning involves tax & probate planning, insurance strategies, and effective family communication. In this 30-minute webinar, CIBC’s tax expert Jamie Golombek will share with you with his top five estate planning tips that you should be considering in these uncertain times. Join him in what promises to be an enlightening conversation about putting together an effective estate plan.

Bio

Jamie Golombek is Managing Director, Tax & Estate Planning with CIBC Private Wealth Management in Toronto. He joined the firm in 2008 after 12 years with a global investment company, where he was involved in both internal and external consulting on all areas of taxation and estate planning. Jamie is quoted frequently in the national media as an expert on taxation, writes a weekly column called “Tax Expert” in the National Post, has appeared as a guest on BNN, CTV News, and The National. He received his B.Com. from McGill University, earned his CPA designation in Ontario and qualified as a U.S. CPA in Illinois. He has also obtained his Certified Financial Planning (CFP) and Chartered Life Underwriting (CLU) designations. Jamie also teaches an MBA course in Personal Finance at the Schulich School of Business at York University in Toronto.