Join me for this free event - “Reimagining your Family’s Wealth & Legacy Planning”!
Bring your parent, a family member or a friend for this event to have fun, enjoy refreshments, learn and be inspired!
- Saturday November 2nd
- 10:30 a.m. - 12:00 noon
- Holiday Inn Waterfront Peterborough
This event is designed for families who are interested in knowing more about:
- How to have the critical conversations around wealth & estate planning
- The impact of multi-generational financial planning
- How to minimize fees, taxes, and potential family conflict at the loss of a loved one
- Learn about simple to understand, yet sophisticated financial planning solutions
- Making a difference – the Social Purpose of financial planning
- Success stories
To register click on link below.
https://forms.gle/xyjvivrqiMgtsLYv9
For more information feel free to email betty.halman-plumley@ig.ca or call 748-9599.
Date
-
Location/Venue Name
Holiday Inn Waterfront
Address
150 George St. N.
City
Peterborough
Postal Code
K9J 3G5
On-Air Headline
Reimagine Your Family's Wealth & Legacy Planning!
On-Air Message
(see description above)
Posting Date
-
Event Type
Community
Title
A Free Event - Reimagine Your Family's Wealth & Legacy Planning!
Recurring Type
Daily