Advice Event: Will and Estate Planning

April 28, 2022 | Thomas de Mello, CIM


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Advice Event: Will and Estate Planning

Living for Today, Planning for Tomorrow

Thursday - May 12, 2022

12:00PM - 12:45PM PST

Click Here to RSVP

Please join us for this virtual advice event where we will be discussing all the main components of preparing a comprehensive Estate Plan.

Topics include:
Wills: Key considerations and process

Probate: Probate process and fees

Executor: What's involved & considerations when choosing your executor

Representation Agreement: Important document for health care decisions

Power of Attorney (POA): What is a POA, why you should have one, and who you should consider

Joined by Jonah Rabinovitch from RBC Wealth Management, the goal of this seminar is to provide you with a clear understanding of how to help create a lasting legacy for your family, protect and enhance the value of your estate, minimize the impact of taxes, and simplify the process to make it easier for your family.


Hosted By:

Kevin Tran - Investment & Retirement Planner, RBC Royal Bank

&

Thomas de Mello, CIM - Portfolio Manager & Investment Advisor, RBC Dominion Securities

 

Special Guest:

Jonah Rabinovitch - Will & Estate Consultant, RBC Wealth Management

 

In Partnership With:

RBC Royal Bank


Please RSVP before May 10, 2022 to receive details.