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Personal & Financial Estate Lunch and Learn

How do you want to be remembered? What do you need to take care of to ease stress on your family? Now that you’re enjoying retirement, how can you make sure your estate is also financially secure? Do you want to minimize taxation on your final estate? How do you pre-arrange your wishes rather than leave those decisions for your loved ones to make?

Join Krista Lee, CFP, for a continuation of the first session from Spring 2025, or join us for the first time. She will lead you through ideas and answer questions about aging at home, planning for your estate needs and final wishes. Take control and ensure that your estate is carried out based on your wishes and interests.

When: October 21 from 11am-1pm

Where: Torbay Common Multipurpose Rooms 1-3

Ages: 50+

Fees: Free (Registration through e-Services is required)

Event Contact: Kellie Tapper, ktapper@torbay.ca