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The 2024 Federal Budget

Start Date:4/22/2024

Start Time:2:00 PM EDT

Duration:60 minutes


SUMMARY:


The federal government has said that it's 2024 budget is about building an economy that works for everyone. But what might this mean from a tax perspective? Our webinar will explore potential tax, retirement and estate planning impacts to you and your clients. 


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Speakers

Wilmot George Jr., CFP, TEP, CLU, CHS

Vice President and Head, Tax, Retirement and Estate Planning,

CI Global Asset Management

Wilmot is a Certified Financial Planner, Trust and Estate Practitioner, Chartered Life Underwriter and Certified Health Insurance Specialist. He joined CI GAM in 2015 from a competitor firm where he served as Director, Tax and Estate Planning. Wilmot has been seen and heard in various financial forums and has played an integral role in the development and marketing of wealth planning support, particularly in the areas of tax and estate planning.

Matt Trotta, JD (U.S.), LL.B., TEP

Vice President, Tax, Retirement and Estate Planning

CI Global Asset Management

Matt is a tax specialist and an estate planning lawyer called to the bar of Alberta in 2013. He specializes in post-mortem tax and estate planning, as well as tax planning for trusts and owner-managed businesses. Matt is a member of the Society of Trust and Estate Practitioners (STEP), holding the TEP designation, he has completed Levels 1-3 of the CPA Canada In-depth Tax Program, and is a member of the Canadian Tax Foundation (CTF). Prior to joining CI, Matt worked in the tax and estate groups at regional and national law firms, as well as a tax boutique firm. Matt also acquired in-house legal experience at one of Canada's largest trust companies, where he provided internal legal advice, and estate and trust planning guidance to clients, advisors, and trust officers.
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