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Estate Planning

January 19, 2017 @ 9:30 am - 11:55 am

Change in plans for our January 19th meeting!

Paul Vogt and his administrative staff have had an emergency come up so that they are unavailable to provide an update on the College.

Instead we will have Stephen Webb CEO/Investment Representative for Entrust Financial/Quadrus Investment Services do a presentation on estate planning. This presentation will cover wills, power of attorney, living wills, naming of executors and integrating planned giving. He has done this presentation in the past with Florence Carey (a lawyer) for a group of retirees and alumni at the University of Manitoba.

Agenda

  • 09:30 am Coffee & Refreshments Social Time
  • 10:00 am Welcome & Introductions
  • 10:04 am Introduction of Speaker
  • 10:05 am Speaker
  • 11:10 am Refreshment Break
  • 11:55 am Adjournment

Details

Date:
January 19, 2017
Time:
9:30 am - 11:55 am
Event Category:

Organizer

Heritage Group (attn. Laura Payne)
Phone:
(204) 631-3031
Email:
lnpayne@rrc.ca

Venue

Room A1-37 (Notre Dame Campus)
2055 Notre Dame
Winnipeg, MB R3H 0J9 Canada
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