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SEMINARS & WORKSHOPS
Governance in SME and Family Owned Entities
(In conjunction with the Association of Chartered Certified Accountants (ACCA) Caribbean)
Date: 12th March, 2020
Time: 8:30am-11:00am
Venue: Hilton Hotel Queens Park East, Port of Spain
Topics include:
Defining Good Governance in the Family Business
Corporate Governance
Family Governance
Tax and Good Governance
Register: This event is now closed
Personal Estate Planning Webinar
(In conjunction with the Association of Chartered Certified Accountants (ACCA) Caribbean)
Date: 30th October, 2019
Time: 12pm-1pm
Venue: ACCA Caribbean, Level 1, Savannah East, Queens Park East, Port of Spain
Topics Include:
Factors to consider when creating your Will
Meaning of Testate and Intestate
Distribution of Assets with a will and without a will (children, spouse, common law relationships)
The use of Trusts in Estate Planning
Guardianship provisions for Minors
Powers of Attorney
Register: This event is now closed
Estate Planning
(In conjunction with Canning’s Employees’ Credit Union Co-Operative Society Limited)
Date: 24th August, 2019
Time: 9am – 12pm
Venue: TT Bureau of Standards, 1-2 Century Drive, Macoya, Trinidad
Topics Include:
Vehicles used in Estate Planning (Personal and Business)
Preparing for your Will
Distribution of Assets (including children, spouse, parents, common law spouse etc)
Powers of Attorney
Tips for the Estate Planning Process
Register: This event is now closed
Estate Planning & Succession Planning For Family Businesses – Challenges & Solutions
(In conjunction with Bob Gopee & Associates, Chartered Accountants)
Date: 28th May, 2019
Time: 9am – 12pm
Venue: Chase Place Training Centre, 542 Southern Main Road, Chase Village, Trinidad
Topics Include:
The Family Business System
Personal Estate Planning
Corporate Succession Planning
Ownership Governance
Tax Issues
Vehicles such as Wills, Trusts, Shareholders Agreements, Buy-Sell Agreements
Conflict Resolution for the Family Business
Register: This event is now closed
Estate Planning & Succession Planning for Family Owned Businesses – Challenges & Solutions
(In conjunction with Bob Gopee & Associates, Chartered Accountants)
Date: 29th January, 2019
Time: 9am – 3pm
Venue: Chase Place Training Centre, 542 Southern Main Road, Chase Village, Trinidad
Topics Include:
The Family Business System
Personal Estate Planning
Corporate Succession Planning
Ownership Governance
Tax Issues
Vehicles such as Wills, Trusts, Shareholders Agreements, Buy-Sell Agreements
Conflict Resolution for the Family Business
Register: This event is now closed