Advanced Estate & Legacy Planning

Wednesday, March 25, 2026

SPEAKER

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

PRESENATION & DINNER

Piper's Heath Golf Club
5501 Trafalgar Rd, Milton, ON L9E 0Z5
Reception: 6:30 PM – 7:00 PM
Presentation: 7:00pm

03.25.26

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