In follow up to our Retirement on Trial Film Screening & Panel Discussion on March 27, 2024, the Inns of Court Victoria will be hosting a 2 hour in-person seminar on the topic of Investing Strategies for Retiring as a Lawyer. In the panel discussion at Retirement on Trial, interest was expressed in a follow up session with on practical strategies for preparing, as a lawyer, for a good retirement, including through investing. This seminar is organized in follow up to that event and interest in further learning on how to prepare to retire from a career as a lawyer.

Theme:

Retirement on Trial panel speaker F. Kenneth Walton, K.C. (“Ken”), Pinder K. Cheema, K.C., and Robyn Walle will conduct a seminar on self-directed stock investing as a method of funding your retirement. The seminar will be most beneficial to lawyers in their 30s and 40s who will not have a well-funded employer pension. This seminar will provide information that you are unlikely to find elsewhere. Topics include opening a self-directed account, educating yourself on how the stock market works, sources of information on stock selection, their experience with the purchase and holding of US stocks, dividends, mutual funds, and stock brokers. They have been successful in their own investing, preparing themselves well for their own retirements. They are not seeking to manage your investments, but are pleased to share their knowledge and experience to help you prepare for a good retirement.

Speakers:

Ken Walton has been a lawyer for more than 46 years. His areas of practice are wills and estates, estate litigation, Canada Pension Plan (CPP), and general litigation. From 2005 to 2008 Ken served as Chair of a Canada Pension Plan Review Tribunal to decide cases of entitlement to disability benefits, CPP pension credit splitting, and survivor’s benefits. Ken has authored several papers on CPP Disability Benefits for “The Verdict”, a magazine for Trial Lawyers in BC, and was a Continuing Legal Education speaker on the same.

Pinder Cheema has served as both a Crown counsel and private practitioner in BC since 1984. She is a life bencher of the Law Society of BC. She has served a number of organizations in the legal community, including the Credentials Committee, the Governance Committee, Anti-Money Laundering Working Group, Canadian Bar Association Women Rainmakers and South Asian Bar, amongst many others. She has been a sessional lecturer, mock trial judge, and a principal to articled students. Pinder has been a stock investor since 1975, and a self-directed investor since 2000. She is happy to share her knowledge and experience in this area.

Robyn Walle is a Chartered Accountant and Principal with Baker Tilly Victoria. She assists owner-manager businesses with meeting their tax and accounting requirements. She oversees clients with audit or review requirements and provides personal, estate, and trust taxation services. Robyn serves on the board and has been appointed as a Treasurer of the Better Business Bureau in Victoria for several years. She brings her comprehensive knowledge on meeting tax and accounting requirements as they relate to investments and will provide valuable insight into recent changes in capital gains tax.

Continuing Professional Development Credits:

• This course offers up to 2 hours of Continuing Professional Development Credits (See “How to get CPD Credit” below).

Date:

• Wednesday, May 29, 2024

Time:

• Doors open at 4:30pm.
• Check–in is between 5:00pm and 5:30pm. Participants mingle and enjoy refreshments between when doors open.
• The program begins at 5:30pm and ends at 7:30pm.

Location:

• The Bent Mast

Cost:

• The cost of the event is $55.00 per person (includes dinner).

How to make your payment:

1. Pay online through this page if possible
2. If that is not possible, pay manually by cheque (paid to the “Victoria Bar Association”) by bringing it to Jacquie Miller at the event or mailing it in advance of the event to Jacquie Miller at:
   • Sequoia Legal LLP
   • 200 – 736 Broughton Street
   • Victoria, BC V8W 1E1
   • Email: jacquelyn@sequoialegal.ca
   • Phone: 250-419-8288

How to get CPD Credit:

• To get the 2 CPD Credits, this is the process after the event has been completed:
• Find Law Society “Member Services”
• Select “Member Portal” and enter your information
• ‘Login’
• Under “Education” select “Continuing Professional Development (CPD)”
• Type the group study name of “Inns of Court” into the “Course/Group Study” name box (leave dates out as this is set up with a date range)
• In the Course/Group Study box type in ‘Inns of Court”
• From the Drop down menu select “Inns of Court – Victoria”
• Select “Inns of Court Victoria Court (36 Credits) Jan.1 – December 31, 2024” or something similar as the name is undergoing a slight change
• DO NOT TYPE IN THE NAME OF THIS COURSE WHEN APPLYING FOR CREDITS. YOU WILL NOT FIND IT. YOU DO NOT NEED THE NAME IN ORDER TO CLAIM YOUR 2 HOURS OF CREDIT
• Under “Record your CPD hours” type ‘2’
• Under “Completion Date” type in the date you took the course
• Select the “Get Credit” Button

You must be a member of the VBA to attend this event. To become a member, see our registration page: https://vicbar.ca/membership-join/