Strategies to help bring you peace of mind and secure your family’s future
Learn key estate planning tips and get answers from a wealth advisor, lawyer and accountant—all under one roof!—to questions such as:
• How can I create a lasting legacy for my family?
• Is it possible to minimize the impact of taxes?
• What can I do to make the estate settlement process easier for my family?
When:
Thursday, October 27, 2016 7:00 p.m. – 8:15 p.m.Coffee and refreshments will be served
Your host:
Sandra Scoleri-McDaid, CFP Investment & Wealth AdvisorRBC Dominion Securities
Featuring:
Carlo Viola, CPA, CA Fazzari + Partners LLP
John A. Quaglietta, J.D. Partner, RQ Partners LLP
Venue:
Richview Manor10500 Dufferin St.Maple, ON
RSVP:
Space is limited. Please RSVP by October 17 to sandra.scoleri-mcdaid@rbc.comor 905-738-1136.
