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Will and Estate Planning Luncheon and Seminar – Moncton

May 14 @ 11:30 am - 2:00 pm ADT

Crandall University is holding an estate planning seminar. Join us on the Crandall campus on May 14, 2024 at 11:30am for a luncheon and presentation from our friends at Advisors With Purpose.

According to a Forbes study, 70% of estates fail to achieve their intended goals for a variety of reasons. Good planning can make a big difference. Estate planning is for everyone. Whether you’ve never had a Will or simply need an update of your current one, this presentation is for you.

Topics

Our presenter will be discussing many of the reasons he believes that estates fail, including:

  • Difficult family situations
  • Incomplete Tax Strategies
  • Power of Attorney
  • Choosing an Executor
  • Communication with your heirs
  • Planning for Children with exceptionalities
  • Trust Planning for Incapable Heirs

Presenter

Abraham Somavarapha, BComm, PFP®, CKA®, MFA-P™
Estate Advisor, Advisors With Purpose

Register Online

Online registration for this event has now closed. We apologize for the inconvenience. For more information, please call 506-858-8970 Ext. 105 or email advancement@crandallu.ca

Details

Date:
May 14
Time:
11:30 am - 2:00 pm ADT
Event Category:

Organizer

Advancement Office
Phone
506-858-8970 Ext. 105
Email
advancement@crandallu.ca

Venue

Stultz Hall – Room 117
339 Gorge Road
Moncton, NB E1G 3H9 Canada
+ Google Map
Phone
1-506-858-8970
View Venue Website

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