Answering the why questions you may have about estate planning

Jun 21, 2021 07:00 PM Eastern Daylight Time - Jun 21, 2021 08:30 PM Eastern Daylight Time
Virtual Event, Burlington, Ontario

Many of our clients have valued a review and update of their estate plans. Please join us as Susan MacDonald, Senior Trust Advisor, takes us through what you need to know about the fundamentals of estate planning.

Susan will discuss considerations for Wills, the importance of appointing a power of attorney, how to incorporate trusts in your estate plan and how your RBC Wealth Management advisor can help you navigate your estate planning needs.

Your host:

Montgomery Wealth Management

www.montgomerywm.com

Guest speaker:

Susan MacDonald, Senior Trust Advisor

RBC Royal Trust

RSVP

There are no events to show

Answering the why questions you may have about estate planning

Jun 21, 2021 07:00 PM Eastern Daylight Time - Jun 21, 2021 08:30 PM Eastern Daylight Time
Virtual Event, Burlington, Ontario

Many of our clients have valued a review and update of their estate plans. Please join us as Susan MacDonald, Senior Trust Advisor, takes us through what you need to know about the fundamentals of estate planning.

Susan will discuss considerations for Wills, the importance of appointing a power of attorney, how to incorporate trusts in your estate plan and how your RBC Wealth Management advisor can help you navigate your estate planning needs.

Your host:

Montgomery Wealth Management

www.montgomerywm.com

Guest speaker:

Susan MacDonald, Senior Trust Advisor

RBC Royal Trust

RSVP

There are no events to show