The diocese is hosting this free "planned giving" presentation. Whether you are a young parent wanting to plan ahead to provide for your family, or an older adult looking to make a lasting commitment to your community, this workshop will give you the information you need to leave the legacy that's important to you.
PRESENTER: Natalie Sparling, solicitor (commercial real estate, estate planning) - Clay & Company
What you will learn:
How to choose an executor
Types of beneficiaries
What a power of attorney is, and does
When a representation agreement makes sense
Naming a charity or beneficiary - why the name is important
how to properly name a charity or beneficiary in your will
PLEASE NOTE: The session in Sidney has been cancelled. You will need to register for the session on WEDNESDAY Nov. 20 at St. George the Martyr in Cadboro Bay.
Alternatively, there will be another session at St. George in Cadboro Bay on November 20 at 10:30 (please RSVP by November 15)