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The Last Act: Closing the Book on your Finances

Getting your final affairs in order is an often-overlooked component of financial planning, it’s time to change that.

Have you written a will? Or is it time to update your will? Do you know the process behind settling an estate or creating a trust? Many Canadians wait too long to make the financial decisions that matter at the end of their lives. Find out how you can act today to plan for the inevitable.  

You will learn about:

  • The importance of writing a will and how to get started
  • Settling an estate
  • Creating a trust
  • Minimizing conflict and disputes among family members
  • Cutting costs and unexpected expenses along the way
  • Strategies for seeking assistance
  • Tax reduction strategies


Member Development and Support

Tel: 1-800-268-3793

Email: [email protected]