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  • Date: Wednesday, September 25, 2024
  • Time:
    6:00 pm - 7:00 pm
  • Branch: Sooke
  • Venue:
  • Audience: ,

Join us to learn why every adult should have an estate plan. Learn how to create a plan to distribute assets, during life or upon death.

Learning objectives for participants:

  • understand the what and why of estate planning
  • learn about the various tools of estate planning
    • powers of attorney
    • wills
    • joint accounts
    • gifting
    • trust
  • define dying without a will
  • highlight facts on life insurance

Please RSVP to attend using the “Register” button below.

Provided by Chartered Professional Accountants Canada

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