Question 1

Who should attend this seminar?

Accepted Answer

This seminar is ideal for individuals who want to create or update their estate plan, families and business owners looking to protect their assets, anyone who has been named as an Executor in someone's will or professionals seeking to expand their knowledge.

Question 2

What topics will be covered in the seminar?

Accepted Answer

The seminar will cover the basics of estate planning, including wills, powers of attorney, representation agreements, tax considerations, probate, beneficiary designations, common mistakes to avoid, and the benefitd of working with Certified Financial Planners during the estate planning process.

Question 3

Is the seminar really free?

Accepted Answer

Yes, the seminar is completely free to attend. There are no hidden costs or obligations.

Question 4

Do I need to bring anything with me?

Accepted Answer

It’s recommended to bring a notebook for taking notes, but no special documents are required. If you have specific questions, you may want to bring a list of those to ask during the Q&A session.

Question 5

How long does the seminar last?

Accepted Answer

This seminar will be approximately one hour in duration, including time for questions at the end.

Question 6

Can I bring a family member or friend?

Accepted Answer

Yes, you are welcome to bring family members or friends who may benefit from the seminar or who are involved in your estate planning decisions.

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Estate Planning 101 - Campbell River

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