A Tax, Trust and Estate planning Case Study followed by an interactive participants Q&A session.
Learn the best practices and methods of Tax, Trust and Estate planning, through professional insight into real-world case studies. Attendees are offered a chance to address the needs and concerns important to them when it comes to estate planning, with an interactive Q&A session to follow the presentation.
Join keynote speakers Trina Brubaker, Lawyer with Johnston Franklin Bishop Lawyers & Jenn Bogwald, Business Advisor as they explore the essentials of tax, trust and estate planning, guiding you towards the best laid plans for your financial future.
Jenn Bogwald– CPA, CA; Business Advisor
As a business advisor based in Nanaimo and serving clients across Vancouver Island, Jenn supports community-centred business owners to allow them to grow meaningful and successful businesses. Jenn strives to truly understand her clients and contribute valuable advice and insights as an integral member of their team.
Drawing from more than 20 years of experience working with business owners, Jenn has a deep appreciation for the unique challenges that come with being an entrepreneur and works to ensure their business and family’s needs are taken care of.
Jenn works with clients at all stages of their business from start up right through to helping them prepare for and execute the most important transaction of their lives – the transition of their business. From increasing the value of their business through strategic planning to taking care of estate planning matters, she works for her clients and customizes each step to fit their specific goals and objectives.
Trina Brukbaker– Lawyer; Johnston Franklin Bishop Lawyers
Trina Brubaker is an associate with Johnston Franklin Bishop. Her primary practice areas are real estate and wills and estates, and she particularly enjoys the planning aspects of these areas. Trina obtained her J.D. from the University of Victoria, and completed a Bachelor of Arts in English and Creative Writing at Malaspina-University College (now Vancouver Island University.)
Trina has been active in the Nanaimo community since commencing her practice with Johnston Franklin Bishop in 2012, and has been involved with the Rotary Club of Nanaimo-Oceanside, the Young Professionals of Nanaimo, the Nanaimo Foundation, and the Trial Lawyer’s Associate of British Columbia. Originally from Lake Cowichan, Trina maintains a close connection with the Cowichan Valley.