Estate Planning 101 - Comox Valley
This session is for anyone interested in understanding the key components of estate planning, including legal documents, taxes & probate.
Date and time
Location
Crown Isle Resort & Golf Community
399 Clubhouse Drive Courtenay, BC V9N 9G3 CanadaAbout this event
- Event lasts 1 hour
Secure Your Legacy
Join us for an informative and engaging Estate Planning 101 Seminar on Thursday, October 24, at 2:00 PM. This event will take place in the Silver Room at Crown Isle Resort & Golf Community (399 Clubhouse Dr, Courtenay, BC V9N 9G3) where you'll have the opportunity to gain valuable insights about planning your estate.
During this in-person seminar, our expert speakers will cover a wide range of topics, including legal documents (such as wills, power of attorneys, and representation agreements), beneficiary designations, taxes at death, and more.
Whether you're a young adult starting to plan for the future or a retiree looking to ensure your assets are protected, this seminar is perfect for anyone interested in securing their legacy. This seminar is also an invaluable resource for executors who may be responsible for carrying out someone else’s wishes. Being named an executor comes with significant legal and financial responsibilities. By attending, you’ll gain a clear understanding of your duties, from managing assets and paying debts to distributing inheritances according to the will.
There will be an opportunity at the end of the presentation for questions.
Spaces are limited, so make sure to reserve your spot today!
Speakers
Emily Hofmann, CIM, CFP - Certified Financial Planner with Alitis Wealth Planning
Shawn Fetter, CIM, CFP, CLU - Certified Financial Planner with Alitis Wealth Planning
Frequently asked questions
This seminar is ideal for individuals who want to create or update their estate plan, families and business owners looking to protect their assets, anyone who has been named as an Executor in someone's will or professionals seeking to expand their knowledge.
The seminar will cover the basics of estate planning, including wills, powers of attorney, representation agreements, tax considerations, probate, beneficiary designations, common mistakes to avoid, and the benefitd of working with Certified Financial Planners during the estate planning process.
Yes, the seminar is completely free to attend. There are no hidden costs or obligations.
It’s recommended to bring a notebook for taking notes, but no special documents are required. If you have specific questions, you may want to bring a list of those to ask during the Q&A session.
This seminar will be approximately one hour in duration, including time for questions at the end.
Yes, you are welcome to bring family members or friends who may benefit from the seminar or who are involved in your estate planning decisions.
Organized by
At Alitis Wealth Planning, we believe that your financial success is not just a destination but a journey.