Estate Planning Seminars

Your Estate Planning Questions Answered

Please join us for our upcoming estate planning seminar hosted by Senior Estate Planning Specialist Sheri MacMillan.

Sheri will be sharing her expertise on how to best protect your estate by preserving assets, minimizing tax and maximizing wealth, thus ensuring family harmony and peace of mind. She will discuss the core elements of estate and business planning vital to a proactively planned estate. Topics to be presented:

  • Will Planning
  • Trust Planning
  • Business Succession
  • Asset & Investment Protection
  • Tax Planning
  • Generational Planning
  • Charitable Giving
  • Probate/Estate Administration
  • US Estate Tax for Canadians

If you wish to learn more on how to safeguard your estate, please join us at one of our up-coming Estate Planning Seminars.

Dates: March 30th, 2017 and April 27th, 2017
Cost: Complimentary
Location: Calgary, Alberta
Start Time: 7:00 PM

If you are unable to attend our seminar in Calgary, click here to learn more about Virtual Estate Planning services offered to clients at any location around the world.

The evening will also include:

  • A question and answer session with Sheri MacMillan
  • A fine selection of wine and cheese
  • Complimentary parking in a secure parkade

If you have any questions, please feel free to contact us.

 

We are committed to safeguarding your family’s future.
To begin designing your comprehensive estate plan, come in for your complimentary consultation.



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