Your Legacy Deserves a Plan
Details
โ๐๐จ๐ฎ๐ซ ๐๐๐ ๐๐๐ฒ ๐๐๐ฌ๐๐ซ๐ฏ๐๐ฌ ๐ ๐๐ฅ๐๐งโ
๐๐จ๐ข๐ง ๐จ๐ฎ๐ซ โ๐๐๐ ๐๐๐ฒ & ๐๐ฌ๐ญ๐๐ญ๐ ๐๐ฅ๐๐ง๐ง๐ข๐ง๐ ๐๐๐ฆ๐ข๐ง๐๐ซโ ๐จ๐ง ๐๐จ๐ง๐๐๐ฒ ๐๐ฉ๐ซ๐ข๐ฅ ๐๐๐ญ๐ก ๐ญ๐จ ๐ฅ๐๐๐ซ๐ง ๐ฆ๐จ๐ซ๐!
This is the next in my โCoffee & Chatโ seminar series covering such topics as:
Estate planning essentials
Protecting family & loved ones
Reducing estate & probate taxes
Business & professional considerations
Common (costly) planning mistakes
๐๐จ๐ง๐๐๐ฒ, ๐๐ฉ๐ซ๐ข๐ฅ ๐๐๐ญ๐ก ๐๐ซ๐จ๐ฆ ๐:๐๐-๐:๐๐ ๐๐.
๐๐๐ฌ๐ญ๐ ๐จ๐ ๐๐จ๐ฅ๐จ๐ฆ๐๐ข๐ ๐๐๐๐ฬ, ๐๐ฅ ๐๐๐ฅ๐จ๐ง โ ๐๐ ๐๐ซ๐จ๐ง๐ญ๐ ๐๐จ๐๐, ๐๐๐ค๐ฏ๐ข๐ฅ๐ฅ๐
james.whelan@igpwm.ca
(905) 808-1759
#FinancialPlanning #FinancialLiteracy #BronteVillage #Networking #CoffeeAndChatBronteVillage
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