Wealth Transfer 101: Smart Strategies for Protecting Your Legacy

Thu Feb 13 2025 at 06:00 pm to 07:30 pm UTC-07:00

11238 170 St NW #201 | Edmonton

Yamila Franco
Publisher/HostYamila Franco
Wealth Transfer 101: Smart Strategies for Protecting Your Legacy
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Learn how to build generational wealth and financial independence by reducing taxes & keeping wealth in our families
About this Event

Join us for our first Black History Month Financial Literacy for Wealth event! Learn about managing your finances, investing, and building wealth in the community. This in-person event will be held at 11238 170 St NW #201. Don't miss out on this opportunity to gain valuable knowledge and tools for securing your financial future. Let's empower ourselves and our community together.

We will understand LIRAs, Pensions, Taxation of different vehihcles, how we can set up our legal documents & setting up our families to receive our wealth.


About your instructor:



Event Photos

Yamila Franco is a licensed financial professional and educator from Vancouver, BC bringing years of experience working with families, entrepreneurs and communities. More notably, her team is working to bring education to communities across North America to build generational wealth through the national financial literacy campaign, with the goal of educating 30 million families by 2030. Yamila has served in various boards to advance equity, diversity and inclusion such as HERE in Canada, SIETAR society and her previous entrepreneurial experience centers around clean technology, the circular economy and social impact. Yamila believes business is a catalyst for social good, and as such is an advocate for the inclusion and participation of underserved communities in business as a way to generate financial independence, innovation and advancing the UN sustainable development goals.

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Event Venue & Nearby Stays

11238 170 St NW #201, 11238 170 Street Northwest, Edmonton, Canada

Tickets

CAD 0.00

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