• Wednesday, December 4, 2019 Next Date
  • 10:30 am - 3:00 pm
  • St. George the Martyr, Cadboro Bay, 3909 St. George's Ln. Victoria V8N 4E3, (250) 472-2090
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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)   

Remind your fellow parishioners that even young people should be thinking about "planning ahead".