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Estate Planning for Seniors: 10 Common Mistakes and How to Fix Them
This session will benefit seniors who want the peace of mind that comes from ensuring their loved ones are taken care of. Learn how to:
1) Keep your money from going to the CRA
2) Minimize probate
3) Prevent family problems
4) Increase gifts to charity
5) Make sure your wishes are carried out.
Speakers: Dave Lee, Senior Wealth Advisor, Scotia Wealth Management; Monique Trepanier, Estate and Trust Consultant, The Bank of Nova Scotia Trust Company; Jim Bindon, Director of Philanthropy, Peace Arch Hospital Foundation
Date and Time
Thursday Oct 3, 2019
10:00 AM - 11:30 AM PDT
Thursday, October 03 2019 at 10:00 AM
Location
Scotia Wealth Management Boardroom
(1676 Martin Drive, Suite 100, White Rock, British Columbia, V4A 6E7, Canada)
Fees/Admission
No cost
Website
Contact Information
Dave Lee 604-535-4743
dave.lee@scotiawealth.com
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