Fundamentals of Estate Planning

Fundamentals of Estate Planning

Fundamentals of Estate Planning / Principes fondamentaux de la planification successorale 

By Federal Retirees Ottawa Branch / Retraités fédéraux Section d'Ottawa

Date and time

Wed, Jan 20, 2021 10:30 AM - 11:30 AM PST

Location

Online

About this event

This free webinar is for members of the Ottawa Branch of the National Association of Federal Retirees and their guests and will be held January 20, 2021.  This purpose of this webinar is to discuss the fundamentals of estate planning and will be hosted by Royal Bank of Canada (RBC).

The topics covered as part of this webinar are:

  • Types of Powers of Attorney / Types de procurations
  • Will Planning / Planification testamentaire
  • Selecting Your Executor/Trustee / Choix de l’exécuteur testamentaire ou du fiduciaire
  • Executor Roles & Responsibilities / Rôles et responsabilités de l’exécuteur testamentaire
  • New Rules for Executors / Nouvelles règles pour les exécuteurs testamentaires

The content will be presented in English, however bilingual participation is encouraged. La présentation se fera en anglais, mais la participation dans les deux langues officielles est encouragée.

Please note that this webinar will not provide investment advice regarding specific investments, and the NAFR Ottawa Branch takes no responsibility for any investment decisions that participants may make. Participants will be asked to sign a waiver to this effect when they register.

Note: Association members and their guests are welcome to register to participate in this seminar.  To become a member, please call 613-745-2559. Your registration confirmation with instructions on how to participate via Zoom will arrive by e-mail.

Ottawa Branch provides information on issues, products and services of general interest to its membership. It does not endorse a particular position on a product or service, as being suitable for individual members, but brings them to the members' attention so that they can make up their own minds.

If you have any difficulties registering electronically, please email the Ottawa Branch at info@narfottawa.com or call 613-737-2199.

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