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​From Estate Planning to Estate Doing

Member Webinar – Summer Speaker Series II

Thank you to everyone who attended our webinar on ​From Estate Planning to Estate Doing.

For those of you who missed it, we encourage you to watch the replay. Keep reading for some insight on what was discussed. 

In session 2 of 4 in our Summer Webinar Series, join us and Doug Carroll, a Tax and Estate Specialist from Aviso Wealth Inc. for a 30-minute lunch time webinar presentation on this important aspect of financial planning, because you don’t have nine lives to figure it out.

Estate planning is more than simply ‘who gets what’. It gives you a chance to think about who you are, what matters to you, and most importantly, who matters to you. In this webinar, we’ll begin with the people, move on to the process and the key documents, and then canvas ways to save cost, time and taxes as you get going with your planning.