May 2, 2023
Event Date: May 2nd, 2023
This was presentation was a dive into the world of estate planning and governance at the Estate Planning Council in Vancouver.
In the engaging session titled "Tales from the Front Line: Governance & Succession Pain Points and How to Avoid (some) of Them," Julia Chung and Kathy Bright from Trella Advisory Group shared valuable insights and strategies to navigate the intricacies of governance and succession.
Julia Chung, CFP ®, CLU, FEA, TEP
Kathy Bright, MBA, FEA
Read more on the Estate Planning Council Vancouver here.