Wealth Transfer Fundamentals

Mezzanine Room · Clarington, ON, Canada

Wealth Transfer Fundamentals

About this event

You've worked hard to build your wealth. Now it's time to make sure it reaches the people you care about. Join us for an informative session on transferring wealth and gain insights on estate planning beyond a will, tax and estate considerations, understanding the needs of beneficiaries, and practical strategies to safeguard your legacy. Presented in partnership with Theresa Connors-Chan and Wally Damian from RBC…

Dates & times

  • Thu, Oct 29, 20261:00 p.m. to 2:00 p.m.

Local time: America/Toronto.

Good to know

Ages
Adults, Older Adults
Published venue
Bowmanville Library