Heritage Group meeting of January 19, 2017.
Stephen Webb, President and CEO of Entrust Financial services, very graciously filled in as our speaker for this month. Paul Vogt was scheduled to bring an update on RRC but was unable to attend due to an important RRC matter.
Stephen spoke for 1 1/2 hours on wills and estate planning. His presentation is usually two to three hours long, but he managed to get through all his material in record time and made himself available for questions both during the refreshment break and at the end of the meeting.
The information presented was both interesting and very informative. A link to his PowerPoint deck is provided here for those interested. Stephen handed out packages with his PowerPoint slides, brochures, a personal records’ organizer, and an estate planning guide, For your Executor and For Your Family. Since there were not enough for everyone, Stephen asked those who wanted a package to email him at Stephen@entrustfinancialservices.ca or to call (204) 272-9670 and he will provide one.
Categories: All, Guest Speakers
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