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PenFinancial will be hosting a free estates planning workshop, which will include a Q&A session with our dedicated estates specialist.About this Event
Our Members have asked for a place to ask questions about all things estates, and so we're making it happen! Come by our Fourth Avenue branch for some light refreshments and a place to hear from our estates planning specialist, estates lawyer, and wealth advisor to answer your questions!
SOME TOPICS INCLUDE:
- What exactly is Probate and why it may be required.
- Does the new Bare Trust law affect my estate?
- Is my account really Joint?
- Why do I need a Power of Attorney anyway?
- Estate taxes and Tax implications for beneficiaries.
Please feel free to bring your loved ones to be part of the conversation. You do not need to be a Member to attend.
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Event Venue & Nearby Stays
PenFinancial Credit Union, 295 Fourth Avenue, St. Catharines, Canada
Tickets
CAD 0.00