lunch & learn effectively preserve and pass on wealth to ... · lunch & learn effectively...
TRANSCRIPT
Lunch & Learn Effectively Preserve and Pass on Wealth
to Future Generations
Members: $10.00 + GST | General Admission: $20.00 + GST Lunch will be provided.
The boardroom will be open at 11:30 am so feel free to come early to network.
Chamber Boardroom (#207 - 8047 199 Street, Langley)Limited Seating - Register Today!
604-371-3770 | [email protected] | www.langleychamber.com Cancellation Policy: Event payment is due upon registration. An event registration is considered a commitment to pay.
No cancellations, refunds or credits after 12:00 pm on Monday, July 22, 2019.
Wednesday, July 24, 2019 12:00 pm to 1:30 pm
JOIN US AND LEARN...
A common misconception is that only the wealthy need to concern themselves with estate planning. This misconception can result in significant
unnecessary costs for your estate and additional burdens for survivors. In fact, just about everyone can benefit from the development of an estate plan.
The purpose of this presentation is to provide an overview of the estate planning process and address the main elements of an estate plan.
- Creating your estate plan. - Methods of transferring your assets.
- What if you die without a Will?- Taxes at death.
Presented by:Brooke Fernandes
Associate Lawyer of BKS Law
Presented by:Jeff Farrell
Wealth Advisor of RBC
Presented by:Roberto Farina
Investment Advisor of RBC