Planned Giving Speaker Series

Please join the Bowmanville Hospital Foundation virtually, for our next session in our Planned Giving Speaker Series:

Thursday, June 9th 2022 8:30am-9:30am
BHF Planned Giving Speaker Series: Planned Giving using Life Insurance
with Beata Rodzoch, CLU®, CHS, RIS, MFA-P, Sun Life and Sanjana Bhatia, B.B.A., LL.B., LL.M. (Tax), TEP Director, Tax and Insurance Planning, Sun Life

Join Zoom Meeting
https://us02web.zoom.us/j/82119557198?pwd=aHhBdEJDeDM2L0REV2oxeGlkQkpwdz09

Meeting ID: 821 1955 7198
Passcode: 838624

Speakers:
Beata Rodzoch
, CLU®, CHS, RIS, MFA-P
Financial Planner, Sun Life

As a Financial Planner with Sun Life, Beata has worked in the financial industry for over 12 years helping her clients achieve lifetime financial security.  With a vast knowledge base, strong integrity, and years of experience with loyal clients, she specializes in helping individuals and small businesses work towards pursuing their financial goals.  Recognizing that each client has individual needs, Beata dedicates herself to understanding and appreciating each client’s situation before making recommendations. She believes in educating clients and works diligently to help develop achievable goals.  Lifelong vegetarian and a strong advocate of animal welfare, Beata lives in Oshawa, with her husband and three fur babies.

Sanjana Bhatia, B.B.A., LL.B., LL.M. (Tax)
TEP Director, Tax and Insurance Planning, Sun Life

At Sun Life, Sanjana is a Director of Tax and Insurance Planning where she supports Sun Life’s distribution partners and advisors to deliver cutting edge tax expertise, training, and thought leadership in all areas related to insurance taxation and tax and estate planning.  Prior to joining Sun Life, Sanjana was a tax lawyer in a national law firm for fourteen years. She has also provided tax, trust and estate planning consulting at a major financial institution. Sanjana started her career at the Department of Justice where she argued cases before the Tax Court of Canada, Ontario Superior Court and the Federal Court of Appeal. Sanjana also has a Master’s Degree in Taxation from Osgoode Hall Law School.

11/25/2021: Watch as Sarah Netley of Baker Tilly Canada presents Estate Giving Essentials!

Leave a Comment