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?