Estate & Financial Planning
Join us for an informative estate & financial planning session hosted by Eric Horning, Investment Advisor from RBC Dominion Securities and featuring special guest and estate planning expert, Spencer Cuddy, B.H.Sc, J.D., from Hunt & Cuddy Barrister & Solicitors.
A fresh set of eyes on your goals and financial plan to ensure tax-efficient investment income & that your estate plan reflects your current wishes.
Do you have questions about:
- Supplemental retirement & pension income with tax-efficient investment.
- Managing cash flow to support expenses
- Low-risk investments
- How to lower your taxes
- Legacy and estate planning
- Gifting to family members
- Incorporating charitable donations into your financial plan & legacy
- Beneficiary designations on RRSPs, RRIFs, TFSAs
- General financial & estate planning questions
This is a virtual event via Zoom. You will be sent a link to the virtual meeting room after registration.
Event details
| Event Date | July 15, 2025 • 6:00 pm |
| Capacity | 10 |
| Price | Free |
| Location | Virtual Event via Zoom |
| Categories | Caregiver Education Sessions |