Estate Planning

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Nov

30

6:00pm

Estate Planning

By TPL Programs

What is estate planning? Why is it important? This workshop is for those who need to create a plan to distribute assets, during life or at their death.
The workshop outlines the estate planning process and explains the key ideas and tools:
  • Powers of Attorney
  • Wills
  • Joint Accounts
  • Gifting
  • Trusts
Presented by Chartered Professional Accountants of Canada (CPA Canada) and led by Ron Harvey, CPA. Includes Q&A and tools and resources.

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