Equally Prepared: Financial Planning for the LGBTQ Community

Location: 
Terminal City Club 837 West Hastings Street Vancouver, BC V6C 1B6
Date: 
Thursday, January 19, 2017 - 11:30am - 1:30pm

Join Advocis Greater Vancouver on Thursday, January 19, 2017 for a delicious lunch and an open panel discussion on engaging the LGBTQ community in all aspects of financial and family planning. Whether married, living common-law or single, persons in the LGBTQ community face financial planning opportunities and challenges like any other client. Yet, understanding both the financial and legal issues, as well as the personal nuances, is key to providing value to these clients.

We look forward to seeing you on January 19!
 

About the Speakers

Glynis Davisson   Glynis Davisson – Financial Planner, TD Waterhouse Financial Planning

With over 30 years of experience in the financial services industry Glynis has been actively engaged in fostering strong client relationships and helping LGBTQ clients achieve their personal financial goals. Having worked specifically in the West End, both at the retail branch and wealth planning side for 20 years she welcomes the diversity that this community offers, supporting the neighborhood both professionally and personally.
 
Edward Lee   Edward Lee – Wealth Protection Specialist, Vancity Life Insurance Services

Edward has experience as an elementary school teacher, an Account Executive with Atari, Unisys and Apple Canada, he has been an independent Restauranteur, a Life Insurance Broker and is currently a Wealth Protection Specialist with Vancity Life Insurance. Edward hosts seminars to assist Vancity members with planning for home purchasing, estate planning and works daily with individuals to design specific protection plans to meet their diverse needs.
 
Monique Shebbeare   Monique Shebbeare – Monique Shebbeare Law Corporation
 

Monique Shebbeare is a wills, estates and fertility lawyer, based in Kitsilano. Monique helps individuals and couples with their estate planning, preparing wills, powers of attorney, and representation agreements for clients, as well as assisting executors with obtaining probate. She also works in the very modern world of fertility law, providing advice about legal parentage and preparing surrogacy agreements as well as sperm, egg and embryo donation agreements.  She is a member of Fertility Law BC, a working group of lawyers developing best practices for fertility law.

She is happy to work in BC, one of the most progressive provinces in Canada when it comes to legally recognizing the diversity of families.

Register Online

Event Details

Date  

Thursday, January 19, 2017

Agenda   11:30 am – Registration
12:00 pm – Panel & lunch
1:30 pm – End
Venue  

Terminal City Club
837 West Hastings Street
Vancouver, BC   V6C 1B6
Directions

Prices   $20.00 - Members
$40.00 - Non-Members

Prices include GST - #128563152
 

 

Register Online

 

Please register by Tuesday, January 17, 2017.


CANCELLATION POLICY For a refund please provide 48 hours cancellation notice by emailing GreaterVancouver@AdvocisChapter.ca. No Shows will be billed unless 48 hours cancellation notice is given.

 

 


 

 

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