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FYI: Estate Planning from a Finanical Perspective

More than just investments, a successful estate plan is about caring for family, friends and special organizations through some simple preplanning. Just as important is preparing your executor or co executors for the task.  Join Wei Woo as he speaks about some important ideas to consider for your estate planning from a financial planning perspective . It is never too early to plan for your family’s future. Wei Woo will share his own professional experiences over the past 15 years, in dealing with different types of client estate issues in various situations during his career

Additional Info:

Instructor Info

Wei Woo

Excluded Activity Dates

These are noted days where “FYI: Estate Planning from a Finanical Perspective” will have no activities due to holidays or another reason.

More info for this activity is coming soon.

Please check back later.

Class Info

DateOctober 25
Time1:30 PM to 3:00 PM
Availability20 Spots Available
LocationEdmonton Room

This class will occur 1 time
during this session.

Class Prices

Member Session Fee: $3.00
MEMBERS: Click here to register
Non-Member Session Fee: $3.00
Register by phone or in person