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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