Free

2018 Estate Planning and Investor Update Event

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Location

RBC Convention Centre

375 York Avenue

Winnipeg, MB R3C 3J3

Canada

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Description

The Bieber Gebhardt Advisory Group would like to invite you and your guests to our

Estate Planning and Investor Update Seminar

This presentation is for all to attend to discuss the current economic and market highlights as well as the importance on estate planning.

Key topics Darrell will cover:

  • What are the strategies with the latest stock market update
  • Economic and Market Outlook for 2018
  • Tax strategies driven from the change in tax laws
  • Strategies for retiring business owners: transition
  • What is involved with estate planning/ Which professionals do I need/ What is the cost
  • How do I ensure my loved ones and/or designated charities receive what I bequeath them
  • What is the role of the executor of my will
  • Why is having a Power of Attorney so important
  • Why is documenting an Inventory of Assets and storing it in a secure, known location, required
  • If I am an executor, how do I go about filing the terminal tax return and what is involved

Here are the details for this “Estate Planning and Investor Update Event”:

Wednesday, March 7th, 2018

Doors Open: 6:30pm

Presentation: 7:00pm

Winnipeg Convention Centre, Pan Am Room

Light refreshments will be served.

Please RSVP by clicking here. If you have questions please email deenish.roopra@nbc.ca or contact Deenish Roopra at 204-283-9089 - RSVP by March 2nd , as seating is limited.


As well, we will be giving each of you an “Emergency Executor Kit” to take home which we believe will dramatically assist both you and your executor during what is always a very difficult time.

We encourage you to invite friends and especially family members / executors so that all concerned can hear the valuable information that will be presented.



National Bank Financial - Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA).



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Date and Time

Location

RBC Convention Centre

375 York Avenue

Winnipeg, MB R3C 3J3

Canada

View Map

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