Planning for Prosperity: An Expert Approach to Investing, Family Law and Estate Planning

 

Event Date: June 14, 2024

Event Time: 12:00 p.m. - 4:00 p.m. ET

Location: The Bayview Yards, 7 Bayview Station Rd, Ottawa, ON K1Y 3B5

Registration

Strategic Wisdom from RBC Wealth Management and Cooligan Yehia LLP Professionals.

Are you curious about what lies ahead in your retirement journey? Whether you are five years away from retirement or a decade or more into it, it is crucial to understand the nuances that can shape your golden years.

Understand the impact of investments, taxes, family dynamics and estate planning on your financial well-being, whether you are single, married or a blended family. Learn strategies and insights to help you make informed decisions. Join our expert panel discussion on these evolving intersections between retirement, family law , wealth and estate planning.

Panel Speakers

 

Janice Domaratzki

Janice Domaratzki

Portfolio Manager, RBC Dominion Securities

Andras Birkus

Andras Birkus

Portfolio Manager, RBC Dominion Securities

 

Katherine Cooligan

Katherine Cooligan

Family Lawyer, Cooligan Yehia LLP

 

Erin Kelley

Erin Kelley

Estate Lawyer, Cooligan Yehia LLP

Agenda

 
  • 12:00pm - 12:30pm: Registration + Refreshments
  • 12:30pm - 12:35pm: Opening Remarks
  • 12:35pm - 1:35pm: Implications of family law in wealth management and estate planning (Followed by a question & answer period)
  • 1:35pm - 2:05pm: Break + Refreshments
  • 2:05pm - 3:05pm: Fundamentals of estate planning through the lens of an estate lawyer (Followed by a question + answer period)
  • 3:05pm - 3:55pm: Closing Remarks
  • 3:45pm - 4:00pm: Networking + Social Session

 

Getting to the event

Driving & Parking: There are 50 spaces along Bayview Station Road offering 2HR free parking, and 27 spaces along Stonehurst and Burnside offering 1HR free parking.

Bayview Yards currently offers free on-site parking in a gravel lot.

Cycling: Located beside the Ottawa River Pathway and many other routes, Bayview Yards is easily accessible via bicycle. We offer ample bike racks, at the front and back of our building, throughout all seasons.

Transit: Bayview Yards is located 600m away from Bayview Station, which serves multiple routes as well is the O-Train stop.

 

 

Register now!

 

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Disclaimer: By registering for Planning for Prosperity: An Expert Approach to Investing, Family Law and Estate Planning, you consent to the possibility of your likeness being captured in event photographs for promotional purposes. Please inform Janice Domaratzki prior to the event if you have any concerns regarding photography.
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