Estate Planning

The Chartered Professional Accountants of Canada Financial Literacy program will host a presentation on Estate Planning.  The presentation is for anyone who wants to create a plan for how to distribute assets during their life or at their death.  The discussion will focus on:

What is Estate Planning
The Estate Planning Process
Key ideas
Tools and resources available
Impact of dying without a will

The session will be presented by John Kitcher, CFA, CPA, CA, a Financial Advisor with Desjardins Financial Security Independent Network and an Investment Fund Advisor with Desjardins Financial Security Investments Inc.  His practice focuses on investment solutions using mutual funds and risk management, estate planning, and tax planning solutions through insurance strategies.  He has access to the major mutual fund companies and financial institutions across Canada and 20 insurance companies in Canada.

 

Langue

English

Groupe d'âge

Adulte
Adultes 50-plus