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Estate Planning: Protecting Your Savings and Investments

Bowmanville Library
Wednesday, April 30
6:30-7:30pm

Adults | Registered -- register now!

Prepare for the future in this comprehensive workshop. Ensure your hard-earned savings and investments are protected and properly managed.

Participants will learn:

• How to create a solid estate plan that safeguards your savings and investments;
• Strategies to minimize taxes and avoid costly probate;
• The benefits of wills, trusts, and beneficiary designations;
• How estate planning can provide peace of mind for you and your family;
• Real-life examples of how estate planning impacts your financial legacy.

Presented with Jaituni Desai and Aamir Amla, FSRA Licensed Financial Professionals.