Webinar Registration

Topic

EWM Webinar Series: 5 Easy Steps for Tax & Estate Planning

Description

The largest-ever transfer of wealth is expected to occur over the next decade. Is your estate plan ready?

This interactive session will include a conversation about setting goals, identifying tools & how to best communicate your wishes

Your Host:
Ryan Brown, CIM
Partner & Wealth Advisor
Escarpment Wealth Management

Guest Speaker:
Frank Di Pietro, CFA, CFP
Assistant VP, Tax & Estate Planning
Mackenzie Investments

PLEASE FEEL FREE TO FORWARD THIS INVITIATION TO THOSE WHO WOULD BENEFIT FROM THIS INFORMATION

Time

Jan 20, 2021 12:00 PM in Eastern Time (US and Canada)

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Message preview	Hi there, You are invited to a Zoom webinar. When: Jan 20, 2021 12:00 PM Eastern Time (US and Canada) Topic: EWM Webinar Series: 5 Easy Steps for Tax & Estate Planning Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_0fsI2znvRNmhUIaFpg30LQ After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers Escarpment Wealth Management At Escarpment Wealth Management we strive to be the trusted financial advisors to busy families, professionals & business owners to create a long-term personalized financial plan with the right investments that fits your life goals. The foundation of our client relationships is the one that is critically important in choosing a financial advisor: Trust. We know we must do right by our clients, without you we do not exist. As a client of ours, you should know that our ultimate goals is to make sure you achieve your financial goals. Our clients frequently tell us that by working with Escarpment Wealth Management they worry less & live more. For these reasons, if you or anyone you care about could benefit from another set of eyes we would welcome an opportunity to discuss your current situation. We are here to help! Frank DiPietro (Assistant VP, Tax & Estate Planning @Mackenzie Investments) Frank Di Pietro is Assistant Vice President of Mackenzie Investments Tax and Estate Planning Group. He has extensive knowledge in the areas of personal income tax matters, business owner tax planning, succession planning, estate planning as well as cross border issues affecting Canadians. His primary role at Mackenzie is to assist advisors in navigating through the gamut of tax legislation impacting their client’s financial planning objectives. He is a frequently requested public speaker for various advisor and investor events. He contributes a tax column on a regular basis for Advisor.ca as well as Advisor Forum and is often quoted in national and local media outlets.

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