Part 2: Estate Planning - Preparing and Protecting your Future Wishes We invite you to join us for the second session in our two-part series, “Creating a Roadmap for the Future.” On Wednesday, March 22 from 2:00-3:00 PM ET, join Michael Morse, Senior Wealth Advisor and Portfolio Manager, and Malcolm Burrows, Head of Philanthropic Advisory Services at Scotia Wealth Management, for an insightful discussion on Estate Planning: Preparing and Protecting Your Future Wishes.
Topics covered will include:
- How to create an estate roadmap for your future
- The importance of having a will
- The value of leaving a charitable gift
- And much more!
We’ll also debunk many common myths, such as the notion that supporting both family and charity through an estate plan is not possible. Don’t miss out on this informative event!
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