Planning for the Unexpected - What's the State of Your Estate?
Date: April 27, 2021
Time: 11:00 am - 12:00 pm
We are excited to present our new series of practical seminars presented by Trallee Fanara, CIM, CFP, FCSI.
In this second session, we are exploring the topic of estates, and how to make the most of your assets. We all need to ensure that no matter the size of our estate, that we are protecting its value as much as possible. Every little bit counts!
To register and receive the Zoom links please contact Stephanie at stephanie@hearthplace.org or call 905-579-4833.