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
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.