Planning Ahead Provides Peace of Mind: Executors & Estate Settlement Seminar

Nov 13, 2012



If you have appointed an executor for your estate, or are named
as an executor for someone else’s estate, you should attend this
complimentary seminar. Refreshments will be served.

TOPICS

  • How your executor can save time and money on estate settlement fees.
  • Pros and Cons of joint ownership
  • What is probate? Is it always wise to avoid it?
  • Overview of capital gains tax
  • Cremation and burial pre-planning

and much, much more


DETAILS

  • First Memorial Funeral Services: 1155 Fort Street
  • Tuesday, Nov. 13 3:00-4:00pm


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REGISTER: 250.405.3550 or email us!

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SPEAKERS

  • Annette Quan, Financial Advisor and Life Representative with Manulife Securities Incorporated/ Manulife Securities Insurance Agency
  • Kristy Martin, Notary Public, Farley Martin Notaries Public
  • Laurie McDonald, First Memorial Advisor

HOSTED BY: FIRST MEMORIAL FUNERAL SERVICES, winner of the 2011 Consumers Choice Award

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Upcoming Events & Seminars

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The information in this website was obtained from sources believed to be reliable, however, we cannot guarantee that the information is accurate or complete. The information provided is a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities.

Leede Jones Gable Inc. is a
Member of IIROC and the Canadian Investor Protection Fund
Stephen Whipp is a member of the Responsible Investment Association