Common Estate Planning Mistakes and How to Take Action - June 29 - Sutton Benefits & Pension

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Common Estate Planning Mistakes and How to Take Action – June 29

Tuesday, June 29

5:00 – 6:00 pm

 

Join Tim Hansen and gain insights into common estate planning mistakes and how to take action.

 

 

Tim Hansen, B.Comm., CFP, CEA is a recognized Speaker, Financial Educator, Author and Retirement Planner, whom you may have seen in Thrive magazine, speaking engagements and on CTV about his book project “Build Wealth Like a Shark: Insights From 31 of North America’s Leading Authorities” with Kevin Harrington, who was an original Shark on Shark Tank.

 

What you will take away:
  • To will or not to will … when you can buy everything online
  • Choosing your executor … who gets the job?
  • Fair vs equal … challenges of having multiple beneficiaries
  • Taxes and probate … understanding the difference
  • Starting the conversation … who needs to know and when?