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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