Planning for Prosperity: An Expert Approach to Investing, Family Law and Estate Planning

 

Event Date: June 14, 2024

Event Time: 12:00 p.m. - 4:00 p.m. ET

Location: The Bayview Yards, 7 Bayview Station Rd, Ottawa, ON K1Y 3B5

Registration

Strategic Wisdom from RBC Wealth Management and Cooligan Yehia LLP Professionals.

Are you curious about what lies ahead in your retirement journey? Whether you are five years away from retirement or a decade or more into it, it is crucial to understand the nuances that can shape your golden years.

Understand the impact of investments, taxes, family dynamics and estate planning on your financial well-being, whether you are single, married or a blended family. Learn strategies and insights to help you make informed decisions. Join our expert panel discussion on these evolving intersections between retirement, family law , wealth and estate planning.

Panel Speakers

 

Janice Domaratzki

Janice Domaratzki

Portfolio Manager, RBC Dominion Securities

Andras Birkus

Andras Birkus

Portfolio Manager, RBC Dominion Securities

 

Katherine Cooligan

Katherine Cooligan

Family Lawyer, Cooligan Yehia LLP

 

Erin Kelley

Erin Kelley

Estate Lawyer, Cooligan Yehia LLP

Agenda

 
  • 12:00pm - 12:30pm: Registration + Refreshments
  • 12:30pm - 12:35pm: Opening Remarks
  • 12:35pm - 1:35pm: Implications of family law in wealth management and estate planning (Followed by a question & answer period)
  • 1:35pm - 2:05pm: Break + Refreshments
  • 2:05pm - 3:05pm: Fundamentals of estate planning through the lens of an estate lawyer (Followed by a question + answer period)
  • 3:05pm - 3:55pm: Closing Remarks
  • 3:45pm - 4:00pm: Networking + Social Session
 

Register now!

 

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