The Fundamentals of Estate Planning – with RBC Dominion Securities
Join Janice Domaratzki, Investment Advisor and Portfolio Manager at RBC Dominion Securities and guest speaker Claudia Morrison, Trust Advisor, as they review the questions and situations you should consider when updating your Will and Powers of Attorney. Life can be unexpected whether it’s planning for incapacity, no matter your age, creating an advance care directive or updating your Will or Powers of Attorney because circumstances have changed. Listen to Janice and Claudia as they share their expertise and experience in helping their clients to be better prepared. A complimentary estate plan review is offered, at a later date, for interested NAFR members.
There will be another session from the RBC team following this presentation, going over the role of an executor and power of attorney. To register for that event, please follow this link.
The content will be presented in English, however bilingual participation is encouraged. La présentation se fera en anglais, mais la participation bilingue est toujours encouragée.
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Note: you must be an Association member or guest of a member and registered in order to participate in this event. To become a member, please call 613-745-2559. Your registration confirmation with instructions on how to participate via Zoom will arrive by e-mail.
Please note that this webinar will not provide investment advice regarding specific investments, and the NAFR Ottawa Branch takes no responsibility for any investment decisions that participants may make. Participants will be asked to sign a waiver to this effect when they register.
Ottawa Branch does not select or recommend any specific investment products or companies, including the webinar presenters listed above.
The Ottawa Branch provides information on issues, products and services of general interest to our membership. It does not endorse a particular position or an issue, product or service, as being suitable for individual members, but brings them to the members’ attention so that they can make up their own minds.
If you have any difficulties registering electronically, please email the Ottawa Branch at [email protected] or call 613-737-2199.