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ARM Ch.25 Breakfast Meeting with Educators Financial Group: Essentials of Estate Planning (Online and In-Person meeting)
Thu, Nov 02
|OSSTF/FEESO District 25 Training Centre
Did you know that the majority of Canadians DO NOT have a signed will?
Time & Location
Nov 02, 2023, 9:00 a.m. – 12:00 p.m. EDT
OSSTF/FEESO District 25 Training Centre, 9 Corvus Ct, Nepean, ON K2E 7Z4, Canada
About the event
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 Alana Gould, Relationship Development Manager, Educators Financial Group
At Educators Financial Group, we’re committed to helping education members with all their financial needs, including developing an estate plan.