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Wed, Mar 15

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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.

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Estate Planning & Settlement seminar
Estate Planning & Settlement seminar

Time & Location

Mar 15, 2023, 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

#YCD #bastionwealthadvisorsgroup #event #estateplanning

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