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Touchmark at Wedgewood, February 8, 2024
Optima Living Rutherford, February 20, 2024
Chartwell Wescott, February 27, 2024

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Chartwell Wescott - Protecting Aging Loved Ones & Your Family's Estate

Protecting Aging Loved Ones and Your Family's Estate - Chartwell Wescott

Feb 27, 2024 02:00 PM Mountain Standard Time - Feb 27, 2024 03:00 PM Mountain Standard Time
CHARTWELL WESCOTT 3841 Allan Drive SW Edmonton, Alberta

Please join us for this informative session on important estate planning considerations:

 

• Avoiding family feuds: When estate transfers don’t go as planned

• Leave a legacy, not a burden: Estate settlement and executor resources

• Asset protection: Efficiently transfer wealth and help ease the burden on your loved ones

• Creating a care plan: Five health care costs to consider in your financial and retirement plans
• Financial elder abuse: How to recognize and prevent it

 

Speakers:

Allison Barkwell, Senior Estates Lawyer, BARR LLP

Patrick Cziolek, Estate Planning Specialist, RBC Wealth Management

Nasim Charkhandeh, Regional Trust Advisor, RBC Royal Trust

Tony Baumgartner, Investment Advisor & Financial Planner, RBC Dominion Securities

 

Kindly click on the RSVP button below to reserve your complimentary seat.

Please contact Tony Baumgartner at 780-944-8776 if you have any questions.

Optima Living Rutherford - Protecting Aging Loved Ones & Your Family's Estate

Protecting Aging Loved Ones and Your Family's Estate - Optima Living Rutherford

Feb 20, 2024 02:00 PM Mountain Standard Time - Feb 20, 2024 03:00 PM Mountain Standard Time
OPTIMA LIVING AT RUTHERFORD HEIGHTS 949 Rutherford Rd. Edmonton, Alberta

Please join us for this informative session on important estate planning considerations:

 

• Avoiding family feuds: When estate transfers don’t go as planned

• Leave a legacy, not a burden: Estate settlement and executor resources

• Asset protection: Efficiently transfer wealth and help ease the burden on your loved ones

• Creating a care plan: Five health care costs to consider in your financial and retirement plans
• Financial elder abuse: How to recognize and prevent it

 

Speakers:

Allison Barkwell, Senior Estates Lawyer, BARR LLP

Patrick Cziolek, Estate Planning Specialist, RBC Wealth Management

Nasim Charkhandeh, Regional Trust Advisor, RBC Royal Trust

Tony Baumgartner, Investment Advisor & Financial Planner, RBC Dominion Securities

 

Kindly click on the RSVP button below to reserve your complimentary seat.

Please contact Tony Baumgartner at 780-944-8776 if you have any questions.

Touchmark at Wedgewood - Protecting Aging Loved Ones & Your Family's Estate

Protecting Aging Loved Ones and Your Family's Estate - Touchmark at Wedgewood

Feb 08, 2024 02:00 PM Mountain Standard Time - Feb 08, 2024 03:00 PM Mountain Standard Time
TOUCHMARK AT WEDGEWOOD 18333 Lessard Rd NW Edmonton, Alberta

Please join us for this informative session on important estate planning considerations:

 

• Avoiding family feuds: When estate transfers don’t go as planned

• Leave a legacy, not a burden: Estate settlement and executor resources

• Asset protection: Efficiently transfer wealth and help ease the burden on your loved ones

• Creating a care plan: Five health care costs to consider in your financial and retirement plans
• Financial elder abuse: How to recognize and prevent it

 

Speakers:

Allison Barkwell, Senior Estates Lawyer, BARR LLP

Patrick Cziolek, Estate Planning Specialist, RBC Wealth Management

Nasim Charkhandeh, Regional Trust Advisor, RBC Royal Trust

Tony Baumgartner, Investment Advisor & Financial Planner, RBC Dominion Securities

 

Kindly click on the RSVP button below to reserve your complimentary seat.

Please contact Tony Baumgartner at 780-944-8776 with any questions.

Lifestyle Options Riverbend - Protecting Aging Loved Ones & Your Family's Estate

Protecting Aging Loved Ones and Your Family's Estate - Lifestyle Options Riverbend

Jan 23, 2024 02:00 PM Mountain Standard Time - Jan 23, 2024 03:00 PM Mountain Standard Time
Lifestyle Options at Riverbend 200 Falconer Court NW Edmonton, Alberta

Please join us for this informative session on important estate planning considerations:

 

• Avoiding family feuds: When estate transfers don’t go as planned

• Leave a legacy, not a burden: Estate settlement and executor resources

• Asset protection: Efficiently transfer wealth and help ease the burden on your loved ones

• Creating a care plan: Five health care costs to consider in your financial and retirement plans
• Financial elder abuse: How to recognize and prevent it

 

Speakers:

Allison Barkwell, Senior Estates Lawyer, BARR LLP

Patrick Cziolek, Estate Planning Specialist, RBC Wealth Management

Nasim Charkhandeh, Regional Trust Advisor, RBC Royal Trust

Tony Baumgartner, Investment Advisor & Financial Planner, RBC Dominion Securities

 

Kindly click on the RSVP button below to reserve your complimentary seat.

Please contact Tony Baumgartner at 780-944-8776 if you have any questions.