Estate Planning
Oct 31, 2023
Beware the Real Hauntings: 5 Estate Nightmares to Avoid This Halloween
Unearth 5 estate planning horrors this Halloween. Dodge probate scares, tax haunts, and beneficiary phantoms. Plan today for a fear-free future.
As you approach your well-deserved retirement, it's crucial to take a step back and evaluate whether you've taken every step to ensure that you'll have the means to live comfortably and that your hard-earned assets are adequately protected.
In this webinar we discuss the big questions you have about how to plan for your future and the future of your estate.
What we cover in this webinar:
... and much more
Below you'll find a recording of the workshop that you can watch any time that's convenient for you. Have a watch, and if you have any questions and want to speak to an expert estate professional, don't hesitate to book a free consultation.
Presented by:
Sara Hillier, TEP, MTI
Director, Estate Solutions & Partnerships
Samantha Vient, Director of Financial Planning
Retirable