EstatePlanAlberta.ca
You are invited to an upcoming complimentary event . . .
ESTATE PLANNING SEMINAR
The Six Most Significant Estate Pitfalls
& Steps You Can Take to Avoid Them
EstatePlanAlberta.ca
You are invited to a complimentary event . . .
ESTATE PLANNING SEMINAR
Providing your family with peace of mind is the greatest legacy you can leave.
EstatePlanAlberta.ca
You are invited to a complimentary event . . .
ESTATE PLANNING SEMINAR
The six most significant estate principles & steps you can take to avoid them.
EstatePlanAlberta.ca
You are invited to a complimentary event . . .
ESTATE PLANNING SEMINAR
Estate Planning Advice
Preparing & Managing your estate plan
EstatePlanAlberta.ca
ESTATE PLANNING SEMINAR
Estate Planning Advice
Preparing & Managing your estate plan
is much easier when it's done right!
Providing Your Family with Peace of Mind is the Greatest Legacy You Can Leave.
Pitfalls Discussed at the Seminar
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This don't miss seminar is presented by:
We look forward to hosting you at our next event, click the yellow button to be notified.
Providing your family with peace of mind
is the greatest legacy you can leave.
Through years of combined experience,
we have identified six common PREVENTABLE pitfalls that can complicate & prevent a smooth estate transfer.
We want to help empower you with the knowledge & tools
to prevent you from making one of these all-too-common mistakes.
A strong LEGACY Plan will
protect your family from . . .
1. broken relationships
2. dangers of not having a will
A strong ESTATE Plan will
protect your family from . . .
3. the wrong personal representative
4. missed investment opportunities
A strong TAX Plan will
protect your family from . . .
5. unplanned tax liabilities
6. missed planning opportunities
This complimentary seminar is held at . . .
October 18, 2023, 7:00 to 8:30 at the Innisfail Golf Club
October 25, 2023, 7:00 to 8:30 at the Olds Golf Club
Meet The Speakers
This seminar is brought to you by three local central Alberta industry experts.
Jared, Caleb and Stephen work with estates from a variety of angles in their respective professions. After sharing common frustrations of seeing good people navigate the aftermath of poor estate planning, they have put their expertise together in this complimentary event, knowing that together they can create planned and purposeful outcomes for their clients.
They are passionate about helping people and are focused on helping their clients prevent estate problems before they happen.
Caleb Henry BA JD
Johnston Ming Manning LLP
Caleb has a deeply instilled hard-working nature and principled value system. His caring, down-to-earth approach is appreciated and respected by his clients as he serves and advises them through sensitive topics.
Jared Pilon CPA CGA TEP
Legacy Tax & Accounting LLP
With 10+ years of experience in the accounting industry, Jared couples his technical skills with real-world experience to ensure his clients receive a unique and specialized estate planning and consulting experience.
Stephan Van Santen
Bridgeline Wealth Strategies Inc.
Stephen enjoys working with clients who are looking for effective strategies to navigate the complexities of estate matters for effective wealth and legacy transfer solutions to the next generation.
This complimentary seminar will provide you with the information
needed to create a strategy & plan to protect your estate
from the six common estate pitfalls.
We look forward to hosting you at our next event, click the yellow button to be notified.
Your Legacy Plan
While it is important to see your assets pass efficiently to your beneficiaries, preserving family relationships should be the goal of every estate plan. Learn from Caleb about the importance of a will and how this document brings peace of mind.
Providing The Simplest Solution For The Most Complex Problem
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Your Tax Plan
You've heard the quote, "the only thing certain in life is death & taxes." While it may not be possible to completely eliminate taxes, there are steps you can take to minimize tax through effective tax planning.
Learn from Jared about the steps that you can take to preserve your hard-earned financial legacy.
Your Estate Plan
A well-drafted will can be ineffective if you don't have the right personal representative handling your estate. Settling an estate is time consuming and challenging.
Learn from Stephen about the importance of a good personal representative and the power of segregated funds in the estate planning process.
Providing The Simplest Solution For The Most Complex Problem
140+
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50K+
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300+
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78
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Providing The Simplest Solution For The Most Complex Problem
140+
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50K+
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300+
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78
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Providing your family with peace of mind
is the greatest legacy you can leave.
Caleb Henry BA JD
Johnston Ming Manning LLP
403-346-5591
chenry@jmmlawrd.ca
Jared Pilon CPA CGA TEP
Legacy Tax & Accounting LLP
403-343-7707
jared@legacytax.ca
Stephan Van Santen
Bridgeline Wealth Strategies Inc.
403-986-1437
svansanten@bridgelinewealth.ca
EstatePlanAlberta.ca
Estate Plan Alberta is a domain name only and used for promoting upcoming speakers and educational events relating to tax, legal and financial needs. Estate Plan Alberta is not intended to provide legal, tax, or financial advice. The content provided on the website is intended to direct you to an event that may provide helpful information and connect you with one of the speakers. If you choose to attend one of the events or engage in further discussions with one of the speakers please understand that you do so at your own discretion and agree not to hold Estate plan Alberta, its affiliates or any of the other speakers, past, present, or future liable for any choice you may or may not decide on relating to information or products.
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