UPCOMING EVENTS

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Advanced Estate & Legacy Planning

Thursday, April 30, 2026

SPEAKER

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

PRESENTATION & DINNER

Mississauga Golf and Country Club
1725 Mississauga Road, Mississauga, ON
REGISTRATION: 6:30PM
DINNER & 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

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