Legacy Planning: What You Need To Know


Join us for an informative evening focused on estate planning, wills, and legacy giving. Hear from a local estate lawyer, certified financial planner, and chartered accountant as they share practical advice to help you protect your legacy and make informed decisions for the future.

When: Thursday, October 16, 2025 at 4:00PM
Where: The Riverbelle, 1350 Esplanade Ave, Trail, BC
Food & Refreshments Provided

What You’ll Learn
➢ Understanding the estate process & the importance of having a will
➢ Exploring options to include in your estate plan
➢ Balancing decisions with a “family first” philosophy
➢ Considering tax implications and charitable opportunities

Please RSVP by October 9 using the link below or call us at 250-364-3424.
*Option to join virtually by request

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