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Estate & Retirement Seminar

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  • Event Date:
    Wednesday, November 21, 2018 | 10:00 am - 12:00 pm

  • Venue:
    Lions Den - P & H Centre

  • Address:
    269 7th Avenue Hanover, ON

 Co-operators Hanover/Durham are hosting an Estate & Retirement Seminar

Who? Anyone

When? Wednesday, Nov. 21st @ 10-noon

Where? The Lions Den

“Financial Planning for Life” Seminar

Are you interested in learning more about how to prepare for your retirement or looking for ideas on the proper way to plan your Estate?

Join us for some light refreshments and learn about the following topics: 

  • Wills, Powers of Attorney and their importance.

  • Tax efficient transfer of assets to your family

    (i.e. home, farm, business or cottage)

  • Understanding tax issues when a person passes away

  • Charitable giving and the benefits

  • Importance of staying invested

  • What’s happening with the stock markets today

  • Insurance planning for life

  • Benefits of working with a financial planner

Please RSVP to The Co-operators, Durham at 519-364-4111