When

Tuesday, October 24, 2023 from 6:30 PM to 8:00 PM PDT
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Where

Sophia Financial Offices

3762 W 10th Ave
Vancouver, BC V6R 2G4

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Contact

Tracy Theemes
Sophia Financial Group of Raymond James Ltd.
604-569-2891
tracy.theemes@raymondjames.ca

Estate Planning Essentials

Transferring wealth is a complex affair. With new estate laws and ever-increasing complications in family dynamics, the issue of how, when and to whom to transfer wealth can be challenging. There are many land mines and opportunities that need to be understood.

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