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Will and Estate Planning event image

Will and Estate Planning

Mar 28, 2024 06:30 PM Eastern Daylight Time - Mar 28, 2024 09:00 PM Eastern Daylight Time
Art Gallery of Hamilton 123 King Street West Hamilton, ON

Learn what you need to consider when drafting your Wills and Power of Attorney.

Discussion on planning strategies that could mitigate tax and preserve your estate.

What you need to consider when choosing an Executor and methods of transferring assets in your estate.

Cocktail Reception and Art Gallery of Hamilton Tour included.

6:30 p.m. – 7:00 p.m. – Cocktail Reception
7:00 p.m. – 8:00 p.m. – Presentation
8:00 p.m. – 9:00 p.m. – Art Gallery Tour 

Please RSVP by Thursday March 21st, 2024 to confirm your attendance. 

Hosted by

Monica Sheppit, PFP, FMA
Investment Advisor

Guest Speakers:

Sara Bond LL.B, LL.M – Will & Estate Consultant 
Shannon Williams CFP, MTI – Estate and Trust Professional & TEP Royal Trust Regional Trust Advisor
Suzanne Schultz CPA, CA, CFP, CLU – Vice President & Estate Planning Specialist