Free

Estate Planning - Workshop from Scotia Wealth Management

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Ottawa Convention & Event Centre

Ground Floor - Lecture Hall 110

200 Coventry Road (near the baseball stadium, free underground parking)

Ottawa, Ontario K1K 4S3

Canada

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Ottawa Branch of the National Association of Federal Retirees, is hosting a free, 90-minute workshop for its members on Estate Planning that is offered by Scotia Wealth Management and that they have designed to cover the following:

"Estate and Trust Consultant, Paula Lester, will discuss the legal and extralegal considerations involved in planning and administering an estate. The presentation will review the components of a well-drafted Will, which is the cornerstone of any estate plan. The presenter will also discuss other important planning considerations such as support and family obligations, jointly held property, charitable gifting, incapacity planning, and the use of trusts. Finally, attendees will learn about the role of the executor/trustee and will learn how to avoid common pitfalls which can cause even the best estate plans to become undone through poor administration."

The workshop is offered in English, however participation in both official languages is encouraged.

You will receive your workshop ticket via e-mail. Remember to bring your ticket with you. Note: you must be registered and you must be an Association member to participate.

To become a member and/or if you have difficulty registering electronically for the workshop, please contact Ottawa Branch at 613-737-2199.

Disclaimer: Ottawa Branch provides information on issues, products and services of general interest to our 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.

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Date and Time

Location

Ottawa Convention & Event Centre

Ground Floor - Lecture Hall 110

200 Coventry Road (near the baseball stadium, free underground parking)

Ottawa, Ontario K1K 4S3

Canada

View Map

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