CFA_logo.png 2014 Wealth Management Conference: Putting Investors First

Hosted by CFA Vancouver Society, May 15, 2014 at the Fairmont Waterfront Hotel, 1:00pm - 5:00pm.

For registration through CFA click here.

  

CFA Society Vancouver is hosting its Wealth Management Conference on May 15th at the Fairmont Waterfront Hotel from 1:00 pm to 5:00 pm. Our key note speakers, Terrance Odean from the University of California Berkeley and Pentti Karkkainen of KERN Partners Ltd., will address important factors investors need to keep in mind when considering investment alternatives. A representative from the BC Security Commission will provide tools to assess potential investments and avoid investor fraud. Cheyenne J. H. Reese of Legacy Tax + Trust Lawyers will discuss the new tax implications for Canadians who spend time or invest in the U.S. and will address the following issues:

  • Counting Down the Days – the Income Tax Consequences of Spending Time in the U.S.
  • Estate Planning Issues for U.S. Citizens Residing in Canada
  • Planning for the U.S. Vacation Property
  • Planning for the Sale of a Canadian Principal Residence by a U.S. Owner
  • Estate Planning when there are U.S. Beneficiaries

    This conference offers a great opportunity for all investors to ensure they are receiving quality investment advice and making good decisions in their portfolios.

    Conference Details

    Fairmont Waterfront Hotel

    Waterfront Ballroom

    900 Canada Place Way

    Vancouver, BC

    Conference:  1:00 pm - 5:00 pm

    Cocktail Reception:  5:00 pm - 7:00 pm

    Cost:  $65/Seniors 65+ $55

    Register Online:  Wealth Management Conference