The Big Beautiful Bill - Understanding The Changes
Presented by the CBA Alberta Wills & Trusts South Section
Terry Ritchie is an active author, speaker, and educator on international tax and financial planning matters and is the Senior Director and Private Wealth Manager at Cardinal Point Focus Partners Canada. He will be unpacking the key changes Canadians should be aware of in what is being called Trump’s “Big Beautiful Bill.” While this legislation is based in the U.S., it will have implications for Canadians, such as cross border inheritance, taxation, estate planning, and more. Terry will walk us through the potential impacts and what to keep in mind when planning for the future. You will be guided through the financial and political landscape and what we might expect in the months ahead. This session will offer trusted guidance in an uncertain landscape.
PRESENTER
Terry Ritchie (Senior Director & Private Wealth Manager at Cardinal Point Focus Partners Canada)
MEETING DETAILS
| Date: |
Tuesday, September 9, 2025 |
| Time: |
12:00 Noon (MT) |
| Location: |
Zoom |
Participant Disclaimer
Due to rising food costs, we cannot accommodate drop-in attendees. If you have not registered for the in-person event by the RSVP deadline indicated above and would still like to attend the event, you are welcome to register by webcast or watch the recording on demand once it is available.
All materials related to this event are for the sole use of the registrant, and may not be copied, reproduced, uploaded, posted, publicly displayed, translated, distributed, shared, modified, made available on a network or other website, used to create derivative works or transmitted in any form or by any means whatsoever without the prior express written permission of the Canadian Bar Association.
Cancellations made no later than 48 hours prior to the event are eligible for a refund. On-demand or non-subscribers who confirm and do not attend will still be charged the registration fee. Section subscriptions are non-transferrable, nor are substitutions permitted at meetings. You must be a current national CBA member to attend.
