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Financial and Estate Planning

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Join us for a virtual seminar as we discuss the importance of financial and estate planning and how taking the first step today can help you save money and prevent stress for your family and loved ones.

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Virtual Event 
Tuesday, June 20, 2023 at 7:00PM

Join us for a discussion outlining the necessary documents required for an Estate Plan.  We are excited to share our expertise and extend to you an outline of important questions to ask yourself, as well as a checklist.

 

There are many elements that make up a properly structured estate plan; and many misconceptions about the process as well. We can get you started by clarifying what you need to know and where to begin.

 

 Our goal is to give you the peace of mind knowing your final wishes are clear, your family is protected, and your legacy preserved. 

RSVP by calling
613-315-1329
or complete the form below

By providing my telephone number and/or email address above, I CONSENT to IG Wealth Management and Arbor Memorial using this information to contact me for marketing purposes. I can withdraw my consent at any time by following the unsubscribe instructions in any marketing emails I receive from IG Wealth Management and Arbor Memorial . We are committed to keeping personal information confidential. The information collected above may be used by IG Wealth Management  and Arbor Memorial and shared with its affiliates to inform you on investment opportunities, provide additional financial information from time to time, and for other internal purposes.

Thanks for registering. See you there!

Guest Speakers

Nicole Vallentyne

Arbor Memorial

Pre Planning Funeral Director

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Zachary Gaulin

Kelly Santini LLP

Associate

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Adrian Brown, CFP, RRC

IG Wealth Mangement

Executive Financial Consultant

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