Protecting Your Estate: Keeping it Safe from Creditors and Taxes

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Location

North Thornhill Community Centre

300 Pleasant Ridge Avenue

Vaughan, ON L4J 9B3

Canada

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Event description
Estate Planning and Tax Educational Seminar for people interested in proactively learning how to protect their estate.

About this Event

Your Host, Sergiu Hirtescu, CFP®, CIM®, FCSI® is proud to present guest speaker: Dan Collison, B.A, CFP®, TEP

Dan is a lecturer on personal financial management in the MBA program at Schulich School of Business, York University. He is a Certified Financial Planner and a Registered Trust and Estate Practitioner with the Society of Trust and Estate Practitioners (STEP)

Topics

• What are Retirees’ biggest financial mistakes and what to do to avoid them

• Reducing taxes on your Retirement Income

• Eliminating the Estate Tax Trap

• Preventing Estate Distribution Nightmares

• Protecting your and your beneficiaries’ assets

Sergiu Hirtescu – sergiu.hirtescu@investorsgroup.com – 416-895-6561

Investors Group Financial Services Inc.

Trademarks including IG Wealth Management, are owned by IGM Financial Inc. and licensed to its subsidiary corporations. © Investors Group Inc. 2019

Date and Time

Location

North Thornhill Community Centre

300 Pleasant Ridge Avenue

Vaughan, ON L4J 9B3

Canada

View Map

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