Estate Planning – A journey not a destination

Join Eleanor Carlson, lawyer at Carbert Waite LLP, and Audrey Veltri CFP, RRC, BBAcc as they discuss the journey of estate planning when supporting a child with a disability. They will explore the timeline of creating and monitoring an effective estate plan. They will share details on when certain aspects of an estate plan need to be addressed, discuss important considerations, share some common pitfalls, the significance of events such as transitioning to adulthood, and provide helpful tips for creating a successful estate plan for your family.

Date: Wednesday, November 1
Time: 7:00 – 8:30pm
Where: Onsite, in-person at PREP
Cost: Free for Members, $10 for Non-members
*There will be no recording

RSVP by Thursday, October 26 to Navdeep at: nkhaira@prepsociety.ca