Whether you want to get your estate planning in order but don’t know where to start; are interested in learning about changes to laws that could affect the way your Will is interpreted; or you would just like to avoid common estate planning mistakes, come join us as we try to simplify what can seem like an overwhelming process.
Monique Trepanier, Estate and Trust Consultant, Scotia Wealth Management
Estate planning isn’t a topic that comes up around the dinner table on a regular basis – in fact, it’s a conversation that many families avoid. However, regardless of how daunting or uncomfortable the topic may seem, it’s truly important to have an updated will and a strategic plan to transition your wealth according to your wishes. When you’ve worked hard to build a life and legacy, it’s essential that you preserve or distribute it however you see fit!
Kim Mailey and Victoria Rogers shared their own estate planning story on the blog earlier this year – please read that post here if you haven’t had a chance. We hope that by sharing this personal story we will demonstrate both the importance of estate planning and our confidence in Monique Trepanier, who is the speaker at our next learning event: ‘Life and legislation changes – so should your will’.
Enjoy information and conversation with our Estate and Trust Consultant, Monique Trepanier
Monique Trepanier is an exceptional part of the Scotia Wealth Management team who supports Mailey Rogers Group through her work with ScotiaTrust. Monique has engaged with our clients many times over the years, from Lunch and Learn sessions in our West Vancouver office to personalized, confidential estate planning consultations with individuals and families. She is a dynamic speaker and a wonderful asset to our team. We are thrilled to have her presenting again soon – please join us!
Life and legislation changes – so should your will
Thursday, December 7, 2017
11:30 am – Lunch
12:00 – 1:00 pm – Presentation
If you’d like to attend this event, please RSVP to Tannis Fuller at 604-913-7033 or by emailing firstname.lastname@example.org. We hope to see many clients and new faces in attendance, and encourage those who are interested to bring a friend. Remember: it’s good to bring a notebook or tablet to take notes during the presentation. We encourage you to approach this event with questions and ideas – you’ll be sure to leave with some valuable input from Monique and Mailey Rogers Group.
Thanks for reading – we hope to see you on December 7th!