
- This event has passed.
Reimagine your Family’s Wealth & Legacy Planning
November 2, 2024 @ 10:30 AM - 12:00 PM
FreeBring your elderly parent, a family member or a friend for this free event to have fun, enjoy refreshments, learn and be inspired!
Saturday November 2nd
10:30 a.m. – 12:00 noon
Holiday Inn Waterfront Peterborough
This event is designed for families who are interested in knowing more about:
How to start the critical conversations around wealth & estate planning
The impact of intergenerational financial planning
How to reduce or mitigate fees, taxes, and family strife at death
Learn about sophisticated financial planning solutions made simple
Hear about success stories
For more information you may contact me at betty.halman-plumley@ig.ca or call 705 748-9599. To register see the link below.
https://forms.gle/xyjvivrqiMgtsLYv9