
Webinar: Legacy Planning for grandparents
I am hosting a webinar presentation specifically for grandparents. Please join me for Legacy Planning with Jason Traynor from Desjardins Insurance. Tuesday April 27th at 7:00 pm.
I am hosting a webinar presentation specifically for grandparents. Please join me for Legacy Planning with Jason Traynor from Desjardins Insurance. Tuesday April 27th at 7:00 pm.
Believe it or not, there are still ways to squeeze more out of your retirement dollars. This webinar provides ideas that can offer tax efficient income during Retirement. Learn more about how innovative ideas like segregated funds, EVEN GICs and the tax elegance of something called the Systematic Withdrawal Plan should be part of your Plan!
Please join us along with, Hunter Graves LLB, as he presents Ten Good Reasons to Make a Will. While this may “tick a box” in your planning, I believe it will help reinforce the work we’ve done this past year, AND, offer a wonderful reminder to friends and family that 50% of Canadians don’t have any legal documentation at all.
AI…Machine Learning. Bring a friend and join us to learn more at this complimentary seminar. 1nl1 Thursday October 24, 2019 - 7:00pm
Thursday June 6th between 7:00 am and 10:00 am