SAGIUM KEYNOTE SPEAKERS AT ESTATE PLANNING COUNCIL

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The Calgary Golf and Country Club played backdrop to a general meeting hosted by the Estate Planning Council of Calgary (EPCC).  Kicking off 2018 as keynote speakers were Sagium Wealth Strategist Spencer Mellace  CFP, CLU, TEP and Zak Smith, CA and Sagium Manager, Financial Planning.

The EPCC is a not-for-profit society whose members are professionals involved in estate planning advisory services. “These forums are a wonderful way to develop in-depth knowledge on various topics and disciplines” said Spencer Mellace.

“Sagium is proud to be a member of this community and our objective is to contribute to the advancement of the field. It truly is our pleasure to offer our expertise to the group.” he continued. The presentation was a discussion on insurance, values-based planning and comprehensive estate planning case study.