Wed, Mar 15
|Nanaimo
Estate Planning & Settlement seminar
Join ClearEstates Mark Neale, Head of industry, Wealth & Finance as he walks you through the ClearEstate's answers to common frustrations surrounding estate planning & settlement.
Time & Location
Mar 15, 1:00 p.m. – 3:00 p.m. PDT
Nanaimo, 2800 Highland Blvd, Nanaimo, BC V9S 3N8, Canada
About the event
Join ClearEstates Mark Neale, Head of industry, Wealth & Finance as he walks you through the ClearEstate's answers to common frustrations surrounding estate planning & settlement, Including:
-The two certainties to expect in the aftermath of a death
-What is probate, When is it needed, and how to calculate probate costs
-How to navigate the administrative burden of dealing with the government agencies and financial institutions
-How to gather and valuate assets
-How to deal with beneficiaries
-The importance of having a well-planned estate
-insights in executor selection
Hosted by iA Private Wealth-Bastion Wealth Advisors Group