Estate Planning 101: Preserve Your Wealth

We invite you to join us for our upcoming complimentary workshop we call the “Lunch & Learn” series. Each month we will be introducing new and interesting topics.

This event will take place at the Thornhill Golf & Country Club on Monday, February 24, 2014 between 12:00 and 1:00pm.

Estate planning is about life  – in the present and in the future. Most importantly, estate planning is about the life of your family, your loved ones and the peace of mind you get from helping to provide for their financial security. A well-prepared estate plan will also help uncover alternative solutions you hadn’t considered or didn’t know were available.

We will cover:

  • Wills and Powers of Attorney
  • Pre-planned Arrangements
  • Executor Duties – Who should be my executor?
  • Probate – What is it and how much?
  • Trusts – Do I need one? How will the new trust rules effect me?
  • Charity – How can I help others and in turn benefit my loved ones? Are there tax benefits?

Join us, and ask the questions you want to know.

 

Mike Connon

ABOUT OUR SPEAKER

These are just some of the serious concerns facing Canadians. Mike Connon will discuss how these issues affect Canadians and present simple solutions on how to make wiser decisions.

Mike Connon is a financial educator who has been helping thousands of investors, retirees and pre-retirees from companies such as RIM, Imperial Oil, IBM, Royal Bank, and Procter & Gamble just to name a few.

Mike has his Bachelor of Science degree from the University of Western as well as the CFP (Certified Financial Planner) designation. He is a Senior Financial Planning Advisor and Co-Branch Manager at The McClelland Financial Group (tmfg.ca) of Assante Capital Management Ltd.

CFP professionals are a body of licensed financial planners that have met the strict standards necessary to attain this designation. Mike is regarded as a local expert in teaching investors how to minimize risk and maximize income.

Please RSVP by Wednesday, February 19th, as seating is limited.

Contact Meron Tecle at Estate Planning 101
or call 905 771 5200 X228

While we understand all topics may not pertain to you, we ask that you forward this invitation to any friends and family you believe may benefit from the workshop.

This is a complimentary event. Lunch will be provided by The McClelland Financial Group.

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Disclaimer | Assante advisory services are offered through Assante Capital Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice. Insurance products and services are provided through Assante Estate and Insurance Services Inc.

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