FULL – Family Estate Planning Workshop (Apr 25)

THIS SEMINAR IS FULL – waiting list is available

Who should attend? 

  • This workshop was developed for families who want an understanding of estate planning options, and want to be equipped to make the choices needed for themselves and loved ones.

11:45 a.m. Fresh Sandwiches & Sweets

12:00 p.m. – 1:00 p.m. Presentation

    • Guest Speaker: Jon Hreljac/Curtis Davis, Manulife Tax, Retirement & Estate Planning Services 
    • Estate Planning objectives
    • Estate liabilities & strategies to mitigate risks
    • Role of an Executor
    • Next steps and establishing a review process

  • Estate Planning Review/Implementation may require additional input from a legal advisor, accountant and/or other tax professional.

Seating is limited. RSVP at 905-304-7574 or email info@tworoadsfinancial.com

Sponsored by Two Roads Financial Centre and Manulife Investments

Two Roads Financial Centre is a division of GIC Financial Management Inc.

Date & Time

Starts: 04-25-2019 at 11:45 am

Ends: 04-25-2019 at 1:00 pm

Location

Two Roads Financial Centre
34 Stone Church Road, Suite 201
Ancaster, ON

Event Organizer

Two Roads Financial Centre

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