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Estate Planning & Settlement Seminar

March 15 @ 1:00 pm - 3:00 pm

Join Bastion Wealth Advisors Group and ClearEstate’s Mark Neale, Head of Industry, Wealth & Finance as he walks you through ClearEstate’s answers to common frustrations surrounding estate planning and settlement including:
• The two certainties to expect in the aftermath of a death
• What is probate, when is it needed, and how to calculate probate costs
• How to navigate the administrative burden of dealing with government agencies and financial institutions
• How to gather and valuate assets
• How to deal with beneficiaries
• The importance of having a well-planned estate
• Insights on executor selection

Details

Date:
March 15
Time:
1:00 pm - 3:00 pm
Event Categories:
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Organizer

bastion wealth advisors group
Phone:
778-441-2500
Email:
amanda.robertson@iaprivatewealth.ca
View Organizer Website

Venue

Nanaimo Golf Club
2800 Highland Boulevard
Nanaimo, BC V9S 3N8 Canada
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