Smart Will & Estate Planning
Smart Will & Estate Planning
Join West Park Foundation on Thursday, May 8 (9:30 – 11:00 am) at UHN’s West Park Healthcare Centre (170 Emmett Ave) for an exclusive presentation on Smart Will & Estate Planning: Beyond Wealth – Creating a Lasting Legacy.
Led by Mitchell Ross (RBC Wealth Management Investment Advisor) with guest speaker Angelo Parziale (Director, Sun Life Consulting) this exclusive presentation and Q&A session is designed to make estate planning easier to manage for you and your loved ones. Discussion topics will include:
• Conversations worth having
• Action plans to create a legacy that lasts
• The importance of a Will (and what happens if you die without one)
• Beneficiary designations
• How to minimize taxes on death
• Tax efficient ways to give to charity
Mitchell Ross (RBC Wealth Management Investment Advisor and Board Member, West Park Foundation) is dedicated to helping clients make decisions that will help ensure their financial success through all phases of their life and their business.
Angelo Parziale (Director, Sun Life Consulting) With more than 30 years of experience in the financial services industry, Angelo consults advisors on topics such as aging, incapacity, and legacy plans.
Attendance is complimentary, but space is limited.
Please reach out to events@westpark.org or 416-243-3663 with any questions.
