Information Session: Later Life Planning - Legacy Senior Living

Join us for this informative session presented by our special guests from BMO Wealth Management August 27th, 2:30 pm to 3:30 pm.

Information Session:  Later Life Planning
Tuesday, August 27th, 2:30 pm – 3:30 pm

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.