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.