To all clients;
Due to the recent spread of COVID-19 in Ottawa we have made the decision to postpone our March 18th seminar on Estate Planning. Our monthly seminar series is cancelled until further notice.
We will be hosting the Estate Planning and other seminars later this year when the threat of the virus has passed. We would like to apologize for the inconvenience but we value the safety of our clients and their families above all else.
Should you need further information, please contact Natalie Nunn at 613-728-0101.
Invitation to attend an Evening Seminar on
Wednesday, March 18, 2020
Estate Planning – What You Should Know
Date: Wednesday, February 19th, 2020
Location: 1525 Carling Ave, Lower Boardroom
Time: 6:30 – 7:30 p.m.
Each phase of life has its challenges. If you’re like most people, getting started early on a personal financial plan and achieving financial success can be one of them. What about the estate planning phase? Perhaps that very subject might really make you shudder and if it does – why? Too dreary? Too complicated? Too intimidating? However important it is, maybe it is just simply not on your list of priorities?
This seminar will explain how a good estate plan reflects your wishes and gives careful attention to tax considerations after death. It gives purpose to what you have accomplished in your life, while conserving assets, offering adequate support for dependants, providing the appropriate liquidity at the time of death, and ensuring fair and equitable distribution of your estate to loved ones. Our focus commitment is to ensure that all areas of your estate planning are looked after and that you are made aware of your options in these areas so you can make sound decisions.
Our presenter, Shawn Ryan, joined Capital Wealth Partners in December and is an Estate and Succession Planning Specialist with over 30 Years of experience in the life insurance industry. Shawn has developed a proven, effective and comprehensive approach to Business Succession and Estate Planning. Shawn holds his Certified Financial Planner® designation.
This seminar will take place on Wednesday, March 18 at 1525 Carling Avenue (east building) in the lower level boardroom. The seminar will begin at 6:30 pm and refreshments will be served! Please send your RSVP by Wednesday, March 11th, to Natalie Nunn by calling 613-728-0101 ext. 221 or by email to firstname.lastname@example.org.
I hope to see you there!
Mandeville Private Client Inc. is a member of the Investment Industry Regulatory Organization of Canada and a member of the Canadian Investor Protection Fund.