Time and location for this series:
12:40 p.m. to 1:25 p.m.
Lecture Hall 1, Woodward IRC
2194 Health Sciences Mall
Tuesday, February 13 –
Cross-Border Tax Considerations for Americans in Canada
Presenter: Kaman Kwok CPA, CGA, CPA
Benefit from an overview of key tax considerations for Americans who reside in Canada. Kaman Kwok addresses questions and considerations regarding your tax filing obligations and special considerations for Americans planning to retire in Canada. This session is of value if you, your spouse or your beneficiaries are citizens or residents of the US and you would like understand all of the implications of the American taxation system. Slide presentation available here.
Tuesday, February 27 –
Real Estate and Your Financial Plan
Presenter: Tom Davidoff, Associate Professor, Sauder School of Business
Real estate is often major component within a financial investment plan. Has recent economic turbulence affected the ways we think about owning, downsizing, renting or investing in property? What do the numbers and patterns over time tell us about the risks and benefits of real estate within an individual or a family financial plan? This session highlights considerations across the lifecycle of a financial plan – from your first purchase to downsizing or supporting your children in the local real estate market. Slide presentation available here.
Tuesday, March 6 –
Investment Market Update – UBC Faculty Pension Plan
Presenters: Mike Leslie, Executive Director – Investments, Faculty Pension Plan; Neil Watson, Vice President, Senior Partner, and Portfolio Manager, Leith Wheeler Investment Counsel Ltd.
Find out what happened in the equity and bond markets in 2017. Learn the main reasons behind last year’s performance, and what areas did, or did not, do well. We will also discuss the outlook on how the markets may unfold in 2018 including the key drivers and concerns that may affect these markets. Slide presentation available here.
Time and Location for all lectures:
12:40 – 1:25 p.m., NEW FOR 2017: Room 100, Neville Scarfe Bldg
Tuesday, February 14 –
A Primer on Trusts
Angela M. Spanjers, Partner
Richards Buell Sutton LLP
Have you ever wondered: what is a trust and why would I need one? If so, this session is for you. We will review the most common types of trusts and answer the 5 key questions – Who, What, When, Where and Why – for these types of trust. Come out and learn how a trust may fit into your estate plan. Download a copy of this presentation here.
Tuesday, February 28 –
Transitioning to Retirement – UBC Options & Understanding Post Retirement Benefits
Nicole Hyatt and Janet McHugh
UBC Faculty Relations and UBC Human Resources
This session will help faculty members understand what options are available should they wish to reduce their workloads as they transition to retirement. Additionally, members will learn about the Retirement and Survivor Benefits (RSB) Program, an optional health benefit program offered to those leaving UBC past the age of 55. Download a copy of this presentation here.
Tuesday, March 7 –
Investment Market Update – UBC Faculty Pension Plan
Mike Leslie, Executive Director – Investments, Faculty Pension Plan
Neil Watson, Vice President, Senior Partner, and Portfolio Manager, Leith Wheeler Investment Counsel Ltd.
Find out what happened in the equity and bond markets in 2016. Learn the main reasons behind last year’s performance, and what areas did, or did not, do well. We will also discuss the outlook on how the markets may unfold in 2017 including the key drivers and concerns that may affect these markets. Download a copy of the presentation here.
Budgeting for Retirement: Putting your Plan in Place (Jan. 26, 2016)
Speaker: Alain Quennec, CFP FMA CIM
Putting a financial plan in place for retirement can begin at any stage of your career – and ideally as early as possible. Alain Quennec will offer advice to help you organize your retirement process. Benefit from an overview of key components to your financial plan including: estate planning, insurance, government and private pensions, tax planning, and investing for lifetime income. For a copy of the handout accompanying the January 26th presentation, please follow this link.
Planning for Future Incapacity (Feb. 2, 2016)
Speaker: Monique Shebbeare
You may have heard of a Living Will, but do you really understand what documents you and your family members need to ensure the right people have the right authority to help you with health and personal care decisions if you can no longer make these decisions for yourself? What documents should you encourage your family members to have in place? Monique Shebbeare, an estate planning lawyer in Vancouver, will discuss Representation Agreements and Advance Directives as tools to plan ahead for health care decision making during incapacity. For a copy of the two handouts available for this lecture, please follow the appropriate link:
- Representation Agreements
- Estate Planning in a Nutshell
Investment Market Update – UBC Faculty Pension Plan (Feb. 9, 2016)
Speakers: Mike Leslie, Executive Director – Investments, Faculty Pension Plan & Neil Watson, Vice President, Senior Partner, and Portfolio Manager, Leith Wheeler Investment Counsel Ltd.
Find out what happened in the equity and bond markets in 2015. Learn the main reasons behind last year’s performance, and what areas did, or did not, do well. We will discuss the outlook on how the markets may unfold in 2016 including the key drivers and concerns that may affect these markets. For a copy of the handout accompanying this lecture, please follow this link.
US Taxation and Cross-Border Planning (Feb. 23, 2016)
Speaker: Will Todd, DLA Piper
Most Americans who reside in Canada are now aware of their U.S. taxation and compliance obligations and many have questions about the alternatives available and potential consequences, given recent legislative changes, IRS announcements and commentary in the media. In addition, if you, your spouse or your beneficiaries are citizens or residents of the U.S., considering the potential impact of American taxation may reduce or defer the tax to be paid. For a copy of the February 23rd presentation, please follow this link.
Is Real Estate Part of Your Financial Plan? (Mar. 1, 2016)
Speaker: Thomas Davidoff, Associate Professor, Sauder School of Business
Traditionally, home ownership has been the major component within a financial investment plan. Is this still the case, especially given the high cost of Vancouver real estate? Has recent economic turbulence affected the ways we think about owning, downsizing, renting or investing in property? What do the numbers and patterns over time tell us about the risks and benefits of real estate within an individual or a family financial plan? For a copy of the March 1st presentation, please follow this link.