Toonie Talk – Estate Planning from a Financial Perspective

Toonie Talk – Estate Planning from a Financial Perspective

Join Wei Woo:
He will speak about some important ideas to consider for your estate planning from a financial planning and investment perspective. More than just investments, a successful estate plan is about caring for family, friends and special organizations through some simple preplanning. Just as important is preparing your executor or co executors for the task , and regularly updating your estate strategy. As well, Wei Woo will share some of the estate issues and challenges he has come across over the past 15 years in the finance industry. Its never too early to plan for your family’s future.
Friday, September 15 at 10:00 a.m.
Where: WSAC Board Room
Cost: Open to the public and free for WSAC members
Register: Send an email to yu*****@we*******.ca OR CLICK HERE to register on myactivecentre.

The event is finished.

Date

Sep 15 2023
Expired!

Time

10:00 am - 11:30 am
Category
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