Ontario Chapter had their monthly event on April 29, 2017 at Living Arts Centre in Mississauga.
This event focused on helping attendance pursue their long term financial goals
through comprehensive, individualized financial planning.
Mr. Mohammad Kababji has volunteered his time and efforts again to present (The
5 Steps for an Effective Estate Plan).
Mr. M. Kababji is a certified financial planner at Desjardins Financial Security Investments Inc.
Also, he’s working closely with clients to develop customized financial strategies
that incorporate asset allocation, financial management and make adjustments as
economic or lifestyle conditions warrant.
Mr. M. Kababji has discussed the 5 Steps for an Effective Estate Plan:
- How to minimize taxes.
- Transfer assets to beneficiaries in a financially efficient and fair manner.
- Provide for survivors
- Ensure business continuity.
- Identify who carries out last wishes and who cares for minor children.
As usual in every event we had our Iraqi breakfast with chatting and networking
between CNIEA’s members and guests.
Thank you to Mr. Kababji for sharing the knowledge and for his time and efforts.
Thank you to CNIEA existing and new members for attending our event.
Hope to see you in our next events.