UPCOMING EVENTS

(289) 206-2388   Send Email

Advanced Estate & Legacy Planning

Thursday, Sept 17th, 2026

SPEAKER

RICHARD SALES CFP®, CLU, CHS, RRC, CEA
Executive Financial Consultant

PRESENTATION & DINNER

Ancaster Mill

548 Old Dundas Rd, Ancaster, ON L9G 3J4

REGISTRATION: 6:30PM
DINNER & PRESENTATION: 7:00PM

09.17.26

What You will Learn:

· Trusts, wills, and beneficiary strategies
· Multi‑generational wealth transfer
· Minimizing estate taxes and probate
· Family governance and succession frameworks

RSVP IS REQUIRED

RSVP using the form below if you wish to attend or if you have questions about this event.

UPCOMING EVENTS

(289) 206-2388   Send Email

Advanced Estate & Legacy Planning

Thursday, Oct 1st, 2026

SPEAKER

RICHARD SALES CFP®, CLU, CHS, RRC, CEA
Executive Financial Consultant

PRESENTATION & DINNER

Piper's Heath Golf Club

5501 Trafalgar Rd, Milton, ON L9E 0Z5

REGISTRATION: 6:30PM
DINNER & PRESENTATION: 7:00PM

10.01.26

What You will Learn:

· Trusts, wills, and beneficiary strategies
· Multi‑generational wealth transfer
· Minimizing estate taxes and probate
· Family governance and succession frameworks

RSVP IS REQUIRED

RSVP using the form below if you wish to attend or if you have questions about this event.