Free Workshop with Chartered Professional Accountants Canada: Estate Planning (55+ Years)

Start Scouting

This activity is fully booked. Set up an alert and we'll monitor it for you — when a spot opens up, you'll get an instant notification via email or SMS so you can register before it's gone.

Schedule

Date Range

2026-08-18

Time

01:30 pm - 02:30 pm

Once

Availability

Fully Booked

Description

Through a partnership with Chartered Professional Accountants Canada, this workshop will cover how to create a plan to distribute assets, during life or after. Learning objectives include: • Understand the what and why of estate planning • Learn about the various tools of estate planning such as: powers of attorney, wills, joint accounts, gifting, trust •Define dying without a will • Highlight facts on life insurance