lay out a clear plan for your estate

Making sure your estate goes to your beneficiaries.

Proper Estate Planning allows you to efficiently transfer your assets to your intended beneficiaries. It is important to have the appropriate legal documents (Wills, Power of Attorneys, Insurance Policies, etc.) in place and to review these documents to ensure they continue to reflect your wishes. Regardless of the size of your estate our Topic Coaches can provide valuable estate planning guidance.

Your Estate: A Proud Legacy… Or …A Family Feud?

Avoid common estate planning mistakes, reduce taxation and minimize legal fees. See how to efficiently transfer your assets and keep peace in the family.

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Upcoming Events

Calendar of financial seminars and workshopsView our list of Upcoming Financial Planning Seminars and Workshops

Group Bookings

Although you have the ability to join any of our Seminars or Work Shops as a group, we also offer customized sessions.  If you would like to book a seminar or workshop for your organization or company, please contact Shawn Murphy.


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