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October 24, 2024

Financial Planning

Kamloops Sports Council Clubhouse • 1550 Island Parkway Dr. KamloopsBCCanada  V2B 0H7 Organized by Kamloops Adult Learners Society

About this event

Don’t let CRA be the un-intended beneficiary of your Estate. Many Canadians are not adequately prepared to transition their wealth. The topic of family wealth – managing, transferring, inheriting – is multi-faceted and often nuanced which we will cover during this presentation. We will discuss common mistakes, and tips to reduce the tax impact to your heirs. Not having a holistic Estate plan during this challenging time often causes unnecessary stress and becomes overwhelming. Your Estate plan is your final love letter to your family-ensure you are leaving a silver lining.

Location

Kamloops Sports Council Clubhouse

1550 Island Parkway Dr. KamloopsBCCanada  V2B 0H7

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Sessions

Price

C$10.00
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