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Webinar – Estate Planning for Retirees: What You Need to Know

January 23 @ 4:00 pm - 5:00 pm AST

Free Webinar from Advisors with Purpose

Nearly 60% of families have done little to no planning, but it’s not too late to set up a plan. You may or may not have a Will, but is it up-to-date and complete? Have you chosen a good executor, and are they prepared for the job? Have you considered options for transferring your assets to your children or heirs in a way that is best for both of you? Have you considered the tax implications of registered assets and plan for those? Have you considered leaving charitable gifts in your Will? Have you spoken to your family about your choices, and do they know your wishes? Our partners at Advisors with Purpose are hosting a 45-minute webinar for those who are retired and want to make sure they have everything in place so they can live fully without the worry of those critical decisions having to be made.

Register for this webinar


January 23
4:00 pm - 5:00 pm AST
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Advancement Office
506-858-8970 Ext. 105

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