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TRANSFERRING WEALTH TO MILLENNIALS

March 13 @ 6:30 pm - 8:00 pm

WHEN:  Tuesday March 13 at 6:30 p.m. at Foster and McGarvey Funeral home:  10011 – 114 Street.

Inheritance, gifting, and succession planning is a significant financial
topic as many individuals plan to leave the work force and plan their long
term financial health. There are numerous strategies to review with
wealth transfer:

  • cash management,
  • risk management,
  • tax planning, and
  • investment management.

Lindell Grey (BComm, PFP), an Investment Advisor for RBC Dominion Securities Inc. discusses the various aspects and pitfalls or benefits of succession planning in terms of wealth in all its forms not just money.

It is important for families to begin the discussion of how to preserve family wealth and when to begin the transfer process.
We welcome both generations to attend.

Memorial Society of Edmonton & District

info@memorialsocietyedmonton.ca or 780-944-0196

Details

Date:
March 13
Time:
6:30 pm - 8:00 pm
Event Tags:
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Organizer

Lea Callebaut
Phone:
780-944-0196
Email:
info@memorialsocietyedmonton.ca
Website:
www.memorialsocietyedmonton.ca