Date

This event has expired!

septembre 20, 2023

Time

11:00 am

12:00 pm

Category

Littératie financière, Événement virtuel

The Role of an Executor and the Role of a Power of Attorney – What You Need to Know, with RBC Dominion Securities

Have you been asked to be an Executor or Trustee for someone’s estate? Are you considering who your Executor/Trustee is and wondering if they have the skills? Has your Executor relocated outside of Canada and should no longer be considered? What are your legal responsibilities as a Power of Attorney for Property? Join Janice Domaratzki and Andras Birkus, Investment Advisors and Portfolio Managers at RBC Dominion Securities, as they review the ins-and outs and legal responsibilities of the role of Executors/Trustees and Powers of Attorneys. A complimentary estate plan review is offered, at a later date, for interested NAFR members.

There will be another session from the RBC team preceding this presentation, going over the fundamentals of estate planning. 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.

Stay in touch! If you are not yet a member and would like to receive information on the National Association of Federal Retirees, join the mailing list by clicking here.

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.

Disclaimers:

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.

Share This Event