Don't Miss A Beat and Register Now for ZLC Financial's 43rd Estate Planning Seminar!


Posted January 21, 2022 by zlcvancouver

ZLC Financial is a leader in Vancouver's financial planning industry and has helped provide numerous people with expert financial help from a financial planner in Vancouver.

 
ZLC Financial is a leader in Vancouver's financial planning industry and has helped provide numerous people with expert financial help from a financial planner in Vancouver. The company has over four decades of experience and takes pride in its commitment to providing its clients and customers with first-class financial management and planning services.

The strength of their business lies in the relationships they have built with their clients. As one of Vancouver's biggest independent full-service financial service firms, they have grown their business primarily through direct referrals from their valued clients and other professionals.

The company is set to make a big impact on people looking for a financial planner in Vancouver and the financial planning industry. They have announced the dates for ZLC Financial's 43rd Estate Planning Seminar. We caught up with co-founder and CEO Harold Zlotnik to learn more about the upcoming seminar, and he said this:

"This highly informative webinar will equip professionals with exclusive insights from top industry leaders and explore creative, cost-effective, and tax-efficient tools. This will include a detailed look at charitable strategies to reduce taxes, planning for a blended family, tax updates, and much more. The seminar is 100% online and will take place Live at Zoom by registration complimentary on January 26, 2022, from 9:00 am to 12:30 pm.
The Agenda will include

'Year in Review with Thorsteinssons' by Asif Abdulla
'Outlook 2022 and Beyond' by Michael Campbell
'Tax-Efficient Giving' by Farzin Remtulla and Garry Zlotnik
'Individual Pension Plans' by Luna Oni

'ZLC Wealth: What is the Most Important Factor in Building Wealth?' by John McKinney
You are invited to consider whether this program is eligible content for CPD requirements in British Columbia. A certificate of attendance is available upon request."

ZLC Financial believes that if you require a financial planner in Vancouver, you won't find a better financial services firm in Canada. They believe that financial advisors should feel like trusted friends you can call anytime if you have any questions or concerns. Register for their seminar today if you want to learn more about financial planning or are looking for a financial planner in Vancouver.

About the Company

ZLC Financial traces its origins back to 1946 when co-founder Harold Zlotnik first entered the life insurance business. In 1979, after 33 years in the industry and many achievements and accomplishments earned along the way, Harold had the vision to recognize that his clients would be better served if he became an independent agent.

This innovative thinking led to the creation of one of Vancouver's most respected firms, ZLC Financial. After his first year as an independent agent, he was recognized as one of the top four producers in Canada.
Today, the company preserves Harold's legacy as a business founded on the assumption that advice is only as good as the person you ask.

Vancouver Office
Tel: 604.688.7208
Fax: 604.688.7268
Toll-free: 1.800.663.1499
Address
1200 – 666 Burrard Street
Vancouver, BC V6C 2X8

Victoria Office
Tel: 250.727.3445
Fax: 250.479.9716
Toll-free: 1.800.906.5666
Address
3711 Grange Road
Victoria, BC
V8Z 4S9

To know more about Structured Settlements - ZLC Financial please visit our website: zlc.net
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Contact Email [email protected]
Issued By Zlc
Country Canada
Categories Business
Last Updated January 21, 2022