Estate Planning: Reducing Taxes for a Bigger Legacy
Building on our two previous live webinars on estate planning and philanthropy, we are delighted to welcome back esteemed wealth advisor Sherilyn Ketchen, who shares tips on how life insurance can reduce taxes so as to enable a bigger legacy.
Sherilyn will walk through the basics of life insurance before explaining, in plain language, how a life insurance policy can offer a number of advantages for estate planning, including how to ease passing on taxable assets such as a family cottage. Life insurance also offers a vehicle to save taxes on the final estate to enable a bigger legacy gift than otherwise possible.
This engaging live webinar from a top financial advisor will provide you with a new way of looking at life insurance as one of the tools to consider when planning your estate and leaving a legacy gift.
Missed our previous annual Financial Webinars? View them online:
Tuesday, November 29, 2022
4:15- 5:00pm
Eastern Time (US and Canada)
REGISTER & ASK A QUESTION
Details for the webinar will be e-mailed to you prior to the event.
Sherilyn Ketchen, Portfolio Manager, Investment Advisor
Ketchen Asset Management, RBC Wealth Management, RBC Dominion Securities Inc.
Sherilyn is a Portfolio Manager and the fourth generation of her family to work in the investment business. For over 20 years, she has been proud to carry on this tradition of excellence and integrity.
Specializing in wealth preservation and investment management, her focus is on building strong relationships with her clients, and providing them with comprehensive wealth management solutions to meet their long-term goals. Sherilyn is fully licensed in securities, options and insurance, and has earned the Financial Management Advisor (FMA) designation through the Canadian Securities Institute. She has also obtained the Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI).
Sherilyn is married and lives in Mississauga. An avid football fan, her weekends are usually spent watching the Arsenal Football Club. In her spare time, she attempts to school her two sons on the finer points of the game, lessons which they have yet to embrace.
Trillium Health Partners Foundation
As Senior Vice President, Philanthropy, Nicole Lamont is responsible for all relationship-based fundraising activities including transformational gifts, major gifts (individual, corporate & foundation), planned gifts and third party events. Nicole leads a team of thirteen staff and is accountable for $100M in annual total fundraising activity.
Nicole began her career at The Credit Valley Hospital Foundation in 2002 and has since held successive leadership roles in donor relations and major gifts. She played a key role in the amalgamation of The Credit Valley Hospital Foundation and Trillium Health Centre Foundation in 2013. Nicole’s academic commitment to a career in professional fundraising began at The University of Western Ontario concluding with her post graduate diploma in Fund Development from Fanshawe College. Later earning her Certified Fundraising Executive (CFRE) designation in 2004 as one of the youngest Canadians to receive this distinction. Thereafter, she completed; the Physician & Director Leadership program at the Rotman School of Management at the University of Toronto, the Fundraising Leadership program at the Wisconsin School of Business and the Ivey Leadership Program at the Ivey School of Business at the University of Western Ontario.