This free workshop is presented by Chartered Professional Accountants of BC.
Planning for the future can bring peace of mind, and this free session will help you understand how to protect yourself and your loved ones. Whether you’re just starting out or looking to update your plans, you’ll discover the importance of estate planning and why everyone—no matter their age—should have one.
We’ll explore helpful tools like powers of attorney, wills, joint accounts, gifting, and trusts. You’ll also learn what happens if you don’t have a will and how life insurance fits into your estate plan. Plus, we’ll walk you through the estate planning process and share key tips for success.
Bring your questions to our interactive Q&A—this is your chance to take control of your future with confidence. Don’t miss out—sign up today and start planning for a brighter tomorrow!
Seating is limited. Phone 250.545.0585 or sign up here:
Tel: 250.545.0585
Email: [email protected]
102-3201 30th Street, Vernon BC V1T 9G3
Get Directions