Today we’re in conversation with Evelyn Jacks, distinguished tax expert and financial educator discussing a life event that often brings with it new opportunities but often, too, emotional and financial distress:  leaving a job. 

Home ownership, a life event that speaks to the personal aspirations of several generations. Evelyn will help us decipher some of the important opportunities for advisors who are working with higher net worth clients who are planning for their own and they adult children’s futures.

Check out our new Snapshots In conversation Podcast with distinguished financial and tax educator Evelyn Jacks, learn how to incorporating disability awareness, such as eligibility for the Disability Tax Credit and Registered Disability Savings Plan options, into your advanced planning services and benefiting your practice.

This podcast discusses a life event that has new importance to high net worth clients who are business owners:  the transfer or sale of a business. Evelyn will help us consider some important opportunities for advisors and their clients who are planning their exit from the company.

Check out our new Snapshots In conversation Podcast with distinguished financial and tax educator Evelyn Jacks, who discusses how you can grow your business by opening up a new high-net-worth  market segment focused on immigrants looking to invest in Canada.

Did you know that affluent clients are becoming more philanthropic and they are giving more every year? Charitable giving in Canada is big business. Join us with Evelyn Jacks, distinguished tax and financial educator, to discuss a life event that requires thoughtful planning for the future – it is helping Canadians with their legacy planning. 

Check out our podcast with distinguished financial and tax educator Evelyn Jacks, who tackles the very important topic of retirement. The big questions are, How much money is enough to retire on? And how can we come close to meeting objectives, especially with today’s uncertain economic future?

The vast majority of snowbirds – the name we have for those who head south for the winter - are between the ages of 50 and 69. Retirees who want to own or rent property in the US, to stay for extended periods of time, face a myriad of complex financial, health and legal issues that will require specialized advice. Join us with distinguished tax educator Evelyn Jacks, who helps us decipher some of the important opportunities for advisors and their clients who are planning for cross border.

Today we are discussing a life event that requires thoughtful planning for the future in millions of homes across Canada:  Parenthood. Join us with distinguished tax educator Evelyn Jacks, who helps us decipher some of the important opportunities for advisors and their clients who are planning for their children’s futures.