Personal & Financial Estate Lunch & Learn | Tuesday, April 15th, 2025
How do you want to be remembered? What do you need to take care of to ease stress on your family? Now that you’re enjoying retirement, how can you make sure your estate is also financially secure? Do you want to minimize taxation on your final estate? How do you pre-arrange your wishes rather than leave those decisions for your loved ones to make?
Join Krista Lee, CFP, and Denielle Hann-White, Community Educator and Final Expense Planner with TruStage. They will lead you through ideas and answer questions about aging at home, planning for your estate needs and final wishes. Take control and ensure that your estate is carried out based on your wishes and interests.
When: April 15th from 11:00am – 1:00pm
Where: Torbay Common Multipurpose Rooms 1, 2 & 3
Ages: 50+
Fees: Free
Event Contact: Kellie Tapper at ktapper@torbay.ca
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