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FYI: Estate Planning – The Great Intergenerational Wealth Transfer
Estate planning can feel overwhelming, especially with so much information out there. Having a clear plan now can make a big difference later. Join Jonathan Lesyk, Wealth Advisor with Raymond James Ltd., for an interactive discussion on preparing assets for the next generation, managing tax implications, understanding trusts, and exploring gifting and charitable giving strategies.
Additional Info:
Instructor Info
Jonathan Lesky
Excluded Activity Dates
These are noted days where “FYI: Estate Planning – The Great Intergenerational Wealth Transfer” will have no activities due to holidays or another reason.
More info for this activity is coming soon.
Please check back later.
Class Info
| Date | May 26 |
| Day | Tuesdays |
| Time | 1:30 PM to 3:00 PM |
| Location | Edmonton |
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 |
| NON-MEMBERS and/or DROP-INS: Register by phone or in person | |
| Member Drop-in Fee: | $0.00 |
| Non-Member Drop-in Fee: | $0.00 |
| NON-MEMBERS and/or DROP-INS: Register by phone or in person | |