Estate Planning Master Class

Estate Planning Master Class

Learn how to protect your assets and secure your family's future at the Estate Planning Master Class!

By Green Group Private Wealth Management

Date and time

Tuesday, July 16 · 6 - 7pm EDT

Location

Niagara College - Aurora Armoury

89 Mosley Street Aurora, ON L4G 1V9 Canada

About this event

  • 1 hour

Welcome to the Estate Planning Master Class! Join us on Tue Jul 16 2024 at 6:00 PM for an informative session on estate planning. This in-person event will take place at Niagara College - Aurora Armoury, where you will have the opportunity to learn from experts in the field. Whether you're just starting to think about your legacy or looking to update your current plan, this master class is perfect for anyone wanting to secure their financial future. Don't miss out on this valuable opportunity to gain insightful knowledge and practical advice on estate planning. It's time to take control of your financial future!

This event will be hosted by Green Group Private Wealth Management and HHL Law.

What will you learn? After this session you should be armed with the right information to start towards building your own comprehensive estate plan. We will cover the following topics:

  • Tax and estate strategies to reduce your lifetime tax and probate
  • Stopping CRA from becoming your #1 beneficiary
  • Wills and powers of attorneys
  • Protecting your legacy with trust
  • Enhance your estate and save taxes through strategic investing

Frequently asked questions

Who is hosting this session?

Certified Financial Planners from Green Group Private Wealth Management and Lawyers from HHL Law have worked in York region for years providing clients with exceptional financial and legal service. We often work together to help our clients execute their goals effectively.

Why should I attend this session?

Everyone's financial situation is different. It is important that your estate plan is built specifically with your needs and your family in mind. Trusting experts in their field will get you working in the right direction to have absolute confidence in your estate plan.

Who should attend this session?

All are welcome! However, this session is tailored to the needs of affluent to high net worth families. We suggest this session is most valuable to those with invested assets of $500k+.

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