What should you consider when planning for your retirement? Does your current will reflect your wishes? Why do you need a Power of Attorney? What does your Executor need to know? Please join us for a Retirement and Estate Planning Seminar with Ginny Arnott-Wood Vic 7T8 and Jim Parks Vic 6T8.
Admission is free with registration. Light refreshments will be served.
Please register by Monday, April 28, 2014 online at http://uoft.me/estate or contact the Victoria Alumni Office at firstname.lastname@example.org or by phone at 416-585-4500.
Ginny Arnott-Wood graduated from Vic in 1978 with a B.A. in English. For three of her four undergraduate years, she lived on the 6th floor of Margaret Addison Hall.
Ginny’s early career involved work in the advertising, printing, and magazine publishing world, including stints with Toronto Life and Cottage Life magazines. For the past 17 years, Ginny has been a Wealth Advisor and Certified Financial Planner® for BMO Nesbitt Burns in Mississauga. She runs her own practice serving clients who are retired, or are approaching retirement, and provides advice on asset management, retirement, estate, and legacy planning. She is passionate about promoting financial literacy, particularly for women, and conducts workshops and seminars that de-mystify investment terms and strategies. To this end, she has also created a portfolio game that she uses in her workshops to help people understand investing concepts in a fun and interesting way.
Besides her work, Ginny sings in the Choir of St. Peter’s Erindale Anglican Church in Mississauga. She also serves on the board of directors for the Royal School of Church Music, Canada. She currently shares a country home near Smithville, Ontario with her husband, daughter, dog, and cat.
Jim Parks Vic 6T8 is counsel to Gardiner Roberts LLP, where he is a member of the Charities and Non-Profit Law and Tax and Estate Planning Groups. He attended Victoria College and graduated in 1968. He graduated from the Queen’s University Faculty of Law in 1971 and spent a year of post-graduate studies in the Faculty of Law at the University of Ottawa on a Department of Justice Fellowship, receiving a Certificate in Legislative Drafting in 1972. He was called to the bar in Ontario in 1974.
Jim's areas of practice include advising on wealth management, personal tax, estate planning, estate administration, business succession, wills, trusts, charities and non-profit organizations, charitable giving and general corporate taxation. He also advises on the resolution of disputes with taxation authorities.