Meeting/Event Information

Creating Certainty for Your Future (C193-200722W-PDD)


July 22, 2020 | 7:00 PM EDT - 8:00 PM EDT
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Virtual Online Session |


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Creating Certainty for Your Future: The Importance of a Well-Structured Estate Plan

Online Delivery - Register to attend. Registration closes July 20, 2020
Zoom Link will be mailed out to registered participants

July 22, 2020 7:00 - 8:00 PM, WEDNESDAY MEETING AGENDA

Will taxes affect your estate plan?  What critical information should I know?

Many attendees are part of or manage projects throughout their career and can draw direct parallels between that work and planning for retirement (e.g. requirements gathering, scheduling, estimation, risk management & mitigation).  This presentation will touch on all parts of the PM Talent Triangle during this presentation - Technical Project Management, Leadership, or Strategic and Business Management Expertise. Furthermore, estate Planning is a critical aspect of your overall financial plan.  It’s also a topic that can be quite complex and sensitive, especially because no family is alike – whether you’re single, have young children, or have blended family considerations. 
What’s in it for you?
• We will discuss the importance of a properly drafted will and other critical components of an estate plan
• Key considerations and strategies for various family situations
• How to plan ahead and minimize the impact of tax on your financial legacy
                                                                  SPEAKER - JAMES WHELAN

James has always been passionate about personal finance.   He was educated as an electrical engineer and had many careers over his almost 30 working years…. James is an engineer at a power utility, management consultant, software consultant, project manager and project director in the financial services & technology areas, later helping run a financial literacy education company for high school children all leading to his final destination as a Financial Planning Consultant at IG Wealth Management. 
James is a personal financial coach helping professional and business owner clients dream large, plan well and live life to create solid plans for their most important goals.
No matter what’s important to you...whether it’s investing in your children’s future, knowing when you can retire, being comfortable in retirement, becoming debt free, paying the least amount of tax possible or protecting your dreams from life’s troubles…..he and his team are here.
We want you to be able to sleep at night knowing we are watching over you with the same care we provide for our own families.
James is Life (Insurance) License Qualification Program (LLQP) graduate, holding  Mutual Fund License and working towards Certified Financial Planner designation.


Wednesday July 22, 2020


7:00 - 8:00 P.M.


 Virtual Event - Webinar


Free for Members


Program Number

C193-2000722W-PDD (Technical - 1 PDUs, Activity Type: Organization Meetings can be claimed for attending this presentation).


If you have questions or comments on the event please contact the Chapter, by email at [email protected].


$0.00 PMI Lakeshore Chapter Member