Events

     

Latest Past Events

Financial Planning After the Death of a Spouse

Headwaters Health Care Centre 100 Rolling Hills Drive, Orangeville

Losing a spouse is one of life’s most challenging experiences, and navigating financial decisions during this time can feel overwhelming. Join us for an insightful discussion where we will provide you with Financial Planning strategies and guidance to help you move forward with clarity and confidence. Seating for this seminar is limited. Please register below:

Executor Success – The Missing Piece of Estate Planning

Royal Canadian Yacht Club, Bistro Room | rcyc.ca 141 St. George St., Toronto

Do you think writing a Will is all you need to ensure your estate is administered successfully? Please join us for a seminar on Executor Success, where we will share items to address successful estate administration and examples of what an executor should look out for. If you are named an Executor, or have asked […]

Executor Success – The Missing Piece of Estate Planning

Bellvue Manor 8083 Jane Street, Vaughan

Do you think writing a Will is all you need to ensure your estate is administered successfully? Please join us for a seminar on Executor Success, where we will share items to address successful estate administration and examples of what an executor should look out for. If you are named an Executor, or have asked […]