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Will and Estate Planning

Jun 10, 2025 06:30 PM Eastern Daylight Time - Jun 10, 2025 09:00 PM Eastern Daylight Time
Art Gallery of Hamilton 123 King Street West Hamilton, ON

Join us for this exclusive event at the Art Gallery of Hamilton.
Enjoy a cocktail reception, gallery tour, and an informative presentation on Will and Estate Planning. Gain expert insights on topics including wealth transfer options, probate and tax at death, tax strategies to consider, and charitable gifting.

6:30 p.m. – 7:00 p.m. – Cocktail Reception
7:00 p.m. – 8:00 p.m. – Presentation
8:00 p.m. – 9:00 p.m. – Art Gallery Tour 

Attendance is complimentary, but space is limited. Kindly RSVP above by Tuesday, June 3, 2025.

Hosted by

Monica Sheppit, PFP, FMA
Investment Advisor

Guest Speakers:

Jacqueline Power, MFA-P

Director, Tax and Retirement Research

Fidelity Investments