Join Janice Domaratzki of RBC Dominion Securities as she discusses situations that can arise with Powers of Attorney for Property and for Care while we are living and Executors and how we have written our Wills, upon our death or the final death of our spouse, in a joint last-to-die scenario.
With over twenty years in the investment, tax and estate planning industry, Janice has witnessed many missteps made by people who did not understand the implications of how they structured their investments, beneficiaries and estate planning. Make sure you read your Powers of Attorney and Wills before this presentation, with a pad of paper for note-taking.
This webinar will not be recorded, in accordance to RBC’s policy.
The content will be presented in English, however bilingual participation is encouraged. La présentation se fera en anglais, mais la participation dans les deux langues officielles est 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 seminar. 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.
Ottawa Branch Disclaimer: The Ottawa Branch provides information on issues, products and services of general interest to our membership. It does not endorse a particular position or a 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.
This webinar will not provide investment advice regarding specific investments. The 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. The Ottawa Branch does not select or recommend any specific investment products or companies, including this webinar presenter.
If you have any difficulties registering electronically, please email the Ottawa Branch at info@nafrottawa.com or call 613-737-2199.
