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An Interactive Discussion on Wills and Power of Attorney (Gage Park)

Apr 16, 2019 01:00 PM - 03:00 PM Eastern Daylight Time
Gage Park Greenhouse 1000 Main St E Hamilton, ON

Presented by the City of Hamilton & Hamilton Cemeteries, please join me at Gage Park Greenhouse for this interactive afternoon where we will discuss wills and Power of Attorney. Lunch will be served.


RBC Lunch and Learn Series: Alzheimer’s: How to plan for it, recognize it and deal with its effects (ASAC)

Mar 27, 2019 10:30 AM - 12:00 PM Eastern Daylight Time
Ancaster Seniors Achievement Centre 622 Alberton Rd S Alberton, ON

Are you experiencing Alzheimer’s symptoms or concerned for someone who is? At our complimentary seminar, we will share the 10 Alzheimer’s warning signs to watch for. We’ll also discuss practical financial strategies for dealing with this life-changing illness.

 

Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner with Guest Speaker Olivia Mouriopoulos from The Alzheimer Society of Hamilton and Halton.

 

Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this seminar.


RBC Lunch and Learn Series: Talking Money with your Adult Children (Sackville)

Mar 21, 2019 10:00 AM - 12:00 PM Eastern Daylight Time
Sackville Hill Seniors Centre 780 Upper Wentworth St Hamilton, ON

Have you had the money talk? How do you engage your busy family in a conversation around finances? Please join us for an interactive and informative seminar on this important topic.

 

Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner with Guest Speaker Sean Crockett, District Vice President from Fidelity.

 

Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this seminar.


to probate or not to probate flyer image

RBC Lunch & Learn Series: To Probate or Not to Probate

Mar 19, 2019 12:00 PM - 01:30 PM Eastern Daylight Time
Glanbrook Community Services 4280 Binbrook Rd. Binbrook, ON

Please join us for an interactive and informative seminar on estate planning strategies and learn how you can minimize your probate costs.

 

Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner.

 

Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this seminar.


fraud prevention

RBC Lunch & Learn Series: How to Protect Yourself from Fraud

Mar 11, 2019 12:30 PM - 02:00 PM Eastern Daylight Time
Flamborough Seniors Centre 163 Dundas St E Waterdown, ON

Please join us for a free lunch and learn on fraud awareness. We’ll share tips and tricks to help you protect your information, as well as strategies for spotting common scams and staying one step ahead of the fraudsters.

 

Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner with a Guest Speaker from the Burlington Police.

 

Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this seminar.


RBC Lunch and Learn Series: Powers of attorney for personal care: an honour or Pandora's Box? (ASAC)

Mar 07, 2019 10:30 AM - 12:00 PM Eastern Standard Time
Ancaster Seniors Achievement Centre 622 Alberton Rd S Alberton, ON

 

At this event, we’ll discuss what you should consider when appointing a power of attorney for personal care,and what can go wrong if you don’t.

 

Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner and Guest Speaker Susan Hyatt, CEO of Silver Sherpa.

 

Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this seminar.

 

 


RBC Lunch and Learn Series: Protecting What Matters Most: Wills & POAs (Sackville)

Mar 07, 2019 10:28 AM - 12:00 PM Eastern Standard Time
Sackville Hill Seniors Centre 780 Upper Wentworth St Hamilton, ON

 

Learn how you can protect your loved ones’ future with a properly structured Will and power of attorney.

 

Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner with Guest Speaker Heather Watson, associate lawyer at Agro Zaffiro, Barristers & Solicitors.

 

Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this seminar.