ARM C.25 Breakfast Meeting with Educators Financial Group: Essentials of Estate Planning (Online and In-Person)

***Please Note the Change of Venue for this ARM Event: 

CUPE 4000

32 Colonnade Rd Suite 200

Nepean, ON, K2E 7J6

Map: CUPE 4000

For many people, estate planning is a subject they avoid or put off. 

And yet, without one, your loved ones could be without the funds they  need for day to day expenses; your children could be provided with  guardians you may not approve; and your estate could potentially be tied  up for years.

 For other people, this subject is rife with questions:

Do you need an estate plan? What are the components of estate  planning? Why is it important? How difficult is it? What professional  assistance do you need? Can you write a will yourself? Who should be  your Executor? What’s a Power of Attorney?

When all is said and done, Estate Planning is a way of ensuring that  your assets are distributed according to your wishes, in the fastest,  most convenient, and most tax-efficient way. During a difficult time, it  will reduce stress for your loved ones, including adult children and/or  executors of the estate. It is important that they understand the  process as thoroughly as you do, and they are welcome to join you for  this workshop.

Presented by Darryl Martella, Certified Professional Financial Planner, Educators Financial Group 

At Educators Financial Group, we’re committed to helping education  members with all their financial needs, including developing an estate  plan.

**Note: for in-person attendees, a full, hot breakfast is available between 9:30 and 10:30 a.m. The presentation begins at 10:30 a.m.***