$99

Calculate Your Estate Tax & Complete Your Will

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Location

Memory Gardens

2723 Victoria St. N

Breslau, Ontario N0B1M0

Canada

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Refunds up to 7 days before event

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Sentry Group Wealth Partners welcomes you to join us at Memory Gardens for our next Smart Workshop educational series.

Our sessions are broken into 3 parts and we use a clinic style educational format. They are specially designed to give your family (or household) the confidence to make decisions for yourself regarding estate, tax and legal planning.

The most valuable thing you can do for planning your estate is education. Using proven multi-generational strategies and understanding your tax burden, you will feel good about your estate.

Each clinic will give you information & tools to help you better understand your personal situation and make decisions you feel confident about.

Session 1: Structure & Estate Tax

  • What does your estate look like and how will it be taxed? Led by financial planning expert Doug Cerson from Sentry Group, you will get professional help to estimate your own estate taxes and learn real strategies to minimize probate & taxation to your estate.

Session 2: Beneficiaries, Executors & Final Arrangements

  • How will I divide my estate & who will take care of it? Learn about the role of the executor and make an informed decision.

  • Final arrangements, what's involved & when do I decide? Learn the difference between pre-planning and pre-funding. Make the decision that’s right for you.

Session 3: Witnesses, Wills & Powers Of Attorney

  • Do I need a lawyer to complete my Will & Power Of Attorney? Special guest speaker from a local law firm will share knowledge to help you decide why and when a lawyer is the best choice for you and your estate.

  • Learn about Powers of Attorney & Living Wills & Secondary Wills. Ask questions about your personal situation and get your personalized documents prepared.

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Date and Time

Location

Memory Gardens

2723 Victoria St. N

Breslau, Ontario N0B1M0

Canada

View Map

Refund Policy

Refunds up to 7 days before event

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