About this Event
Join us for an engaging and informative evening hosted by IG Wealth Management in Vernon, focused on helping you better understand estate planning and the steps you can take to prepare for the future.
Estate planning is about more than what happens to your assets. It’s about protecting the people you care about, ensuring your wishes are understood, and creating greater peace of mind for you and your family.
Whether you’re just beginning to think about your estate or looking to revisit your existing plans, this seminar will offer an opportunity to learn, ask questions, and explore important considerations for your financial future.
What to Expect
- An approachable introduction to estate planning and why it matters.
- Key considerations when preparing for the future and protecting your legacy.
- Insights into how your financial plans, beneficiaries, and personal wishes work together.
- The rare opportunity to work directly with an advisor to complete your Life & Legacy Planning Booklet, helping you organize important information, reflect on your wishes, and take practical steps toward planning ahead.
Enjoy an Evening of Learning
Alongside valuable insights and practical takeaways, enjoy complimentary refreshments and charcuterie-style snacks provided by Sober Market.
Event venue & nearby stays
IG Wealth Management, 2899 30th Avenue, Vernon, Canada
Concerts, fests, parties, meetups — all the happenings, one place.