Money Management: Navigating the world of tax and financial planning for the young ophthalmologist
Theme:
Young Ophthalmologists and Residents
What:
Lunch | Dîner
When:
12:00 PM, Thursday 31 May 2018
(1 hour)
Breaks:
Lunch 12:00 PM to 01:00 PM (1 hour)
Where:
Metro Toronto Convention Centre (South Building)
- Room 714 AB
How:
LEARNING OBJECTIVES:
At the end of this session, participants will be able to:
This Luncheon Symposium has been co-developed with the Canadian Ophthalmological Society, RBC, MNP and Dale and Lessmann to achieve scientific integrity, objectivity and balance.
At the end of this session, participants will be able to:
- Describe the proposed changes to the Canadian tax structure for corporations and how these may affect Canadian Ophthalmologists
- Integrate strategies for tax planning and personal financial planning
- Create a structure for high-net worth investment portfolios in the early stages of a career in Ophthalmology
This Luncheon Symposium has been co-developed with the Canadian Ophthalmological Society, RBC, MNP and Dale and Lessmann to achieve scientific integrity, objectivity and balance.
Sub Sessions
- Welcome and introduction
- Participant Stephanie Low MD | Participant Dr. Milad Modabber MD, MSc | Participant Dr. Mona Harissi-Dagher
- 5 minutes | 12:00 PM -12:05 PM Part of: Money Management: Navigating the world of tax and financial planning for the young ophthalmologist
- Talk | Exposé
- Strategies to maximize your savings and building efficient portfolios
- Participant Ryan Son Kee FSA, CFA, MBA
- 15 minutes | 12:05 PM -12:20 PM Part of: Money Management: Navigating the world of tax and financial planning for the young ophthalmologist
- Talk | Exposé
- Tax planning for health care professionals
- Participant Bonnie Tan CPA, CA
- 15 minutes | 12:20 PM -12:35 PM Part of: Money Management: Navigating the world of tax and financial planning for the young ophthalmologist
- Talk | Exposé
- The importance of estate planning
- Participant Jenny Pho LLP
- 15 minutes | 12:35 PM -12:50 PM Part of: Money Management: Navigating the world of tax and financial planning for the young ophthalmologist
- Talk | Exposé
- Overall questions and conversations
- 10 minutes | 12:50 PM - 1:00 PM Part of: Money Management: Navigating the world of tax and financial planning for the young ophthalmologist
- Discussion