Estate & Wealth Transfer Lunch & Learn Seminar

Would you like to find out about:

  • common estate planning mistakes & pitfalls?
  • little known methods to reduce or eliminate estate settlement fees?
  • proven charitable gifting strategies?
  • GIC alternatives?
  • methods for tax effective family wealth transfer & succession planning?
  • economic outlook and 2019 market update?

Join us for a lunch & learn seminar on February 28, 10-2 in Wyoming at the Lions Hall.

Call 519-845-3914 to register.  Limited seating!

Click on the following link “seminar poster” for more information.

Seminar Poster