The WindsorEssex Community Foundation in partnership with Tim Jones, President of Rock Harbour Wealth Management and Ryan Solcz of Solcz Law are pleased to invite you to our upcoming Breakfast & Estate Planning Workshop designed to help you navigate the important steps in building an enduring plan for a lasting legacy.
At this information workshop, you will:
Discover Key Estate Planning Tools: Learn about wills, trusts, and other essential estate planning documents.
Understand the Impact on Your Community: Explore how your estate plan can support charitable causes and organizations close to your heart.
Get Expert Advice: Benefit from the knowledge of estate planning professionals who can answer your questions and offer personalized recommendations.
Plan for your Future: Gain clarity on how to protect your assets, minimize taxes, and ensure your wishes are carried out.
Additional Information: Breakfast will be provided. There will also be a Q&A session where you can discuss your specific concerns with our experts. If you would like to submit your question prior to the event please email amurselovic@wecf.ca with your question.
AGENDA:
8:30 am to 9:00am: Breakfast & Registration
9:00am to 10:00am: Estate Planning Workshop
10:00am to 10:30am: Q&A
We look forward to helping you make informed decisions about your estate and legacy.
RESERVE YOUR FREE SPOT TODAY: