About this Event
This free educational workshop provides a clear, practical understanding of how to protect your estate, reduce taxes, and ensure your wishes are honoured.
Designed for individuals or couples that are nearing or in retirement, adult children supporting aging parents, future executors and anyone who wants clarity around wills, probate, and estate taxes
Held in the Richmond Room at the Nepean Sportsplex, this session walks you through the essentials of wills, probate, Power of Attorney, executor responsibilities, and the tax strategies that can make a meaningful difference in retirement and legacy planning. You’ll also learn how to avoid common mistakes that lead to delays, fees, or unintended outcomes for your family.
This is a nonprofit educational event.
No financial products will be sold.
No investment recommendations will be made.
No sales presentations.
Our goal is to provide clear, educational information to help you make informed decisions.
Attendees will also have the opportunity to receive an Estate Planning Toolkit and to learn more about a complimentary Retirement Income & Estate Tax Analysis.
Insight Education Network is a not-for-profit organization dedicated to providing educational workshops, seminars, and informational resources for general educational purposes only.
The information presented by Insight Education Network and its speakers, presenters, sponsors, affiliates, or contributors is provided for general educational and informational purposes only and should not be considered financial, investment, tax, accounting, insurance, or legal advice specific to any individual situation.
Participation in any workshop, seminar, event, or discussion does not create a professional, advisory, or client relationship, nor should it be interpreted as a recommendation, endorsement, or solicitation to purchase any product, service, financial instrument, or strategy.
Participants should seek independent advice from qualified professionals regarding their individual circumstances before making financial or legal decisions.
While efforts are made to provide accurate and current information, Insight Education Network assumes no liability for decisions, actions, or outcomes arising from the use of information presented through its events, website, or materials.
Event Venue & Nearby Stays
Nepean Sportsplex, 1701 Woodroffe Avenue, Ottawa, Canada
USD 0.00
