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Beneficiary & Estate Planning Education

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470 Weber St North Waterloo

470 Weber Street North

Unit 201

Waterloo, ON N2L 4A8

Canada

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Beneficiary & Estate Planning

"Why you want to be a beneficiary and not an executor"

Join us for a very informative and educational presentation on Estate Planning with Richard Daugherty.

RICHARD DAUGHERTY

Richard is an insurance broker and financial planner who specializes in Retirement and Estate Planning. He is a Partner of Ogilvie Daugherty Financial services in Waterloo Region and is able to make complicated financial matters simple and accessible for the average person. Richard has served for many years as a member of the Planned Giving Advisory Committee for the Presbyterian Church in Canada.


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Date and Time

Location

470 Weber St North Waterloo

470 Weber Street North

Unit 201

Waterloo, ON N2L 4A8

Canada

View Map

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