Information Session: Later Life Planning - Legacy Senior Living

Information Session: Later Life Planning

Loading Events

« All Events

Information Session: Later Life Planning

August 27 @ 2:30 pm - 3:30 pm

Free

Presented by:

James Curran, Associate Investment Advisor, BMO Nesbitt Burns and
Jerry Halma, Director, Trust Services, BMO Trust Company

 

 

 

 

Later Life Planning is so much more than just creating a Will.  Join us to learn how to protect your assets, minimize taxation, and look at things to consider when choosing the right Power of Attorney and Executor/Executrix.  Find out how to reduce family conflict, provide for those you care for, and avoid the many common mistakes that occur when setting up a Later Life Plan.  Get piece of mind that your current plan will follow your wishes while not becoming a burden to those you love

Pre-registration for this session is required by August 25th to 604.240.8550.  No charge to attend.

Details

Date:
August 27
Time:
2:30 pm - 3:30 pm
Cost:
Free
Event Category:
Website:
www.legacyseniorliving.com

Organizer

Legacy Senior Living
Phone:
604-240-8550
Email:
info@legacyseniorliving.com
Website:
http://www.legacyseniorliving.com

Venue

Legacy Senior Living
611 West 41st Avenue
Vancouver,British ColumbiaV5Z 0C7Canada
+ Google Map
Phone:
604-240-8550
Website:
http://www.legacyseniorliving.com