Advanced Estate & Legacy Planning

Thursday, February 18, 2026

SPEAKER

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

PRESENATION & DINNER

Ancaster Mill
548 Old Dundas Rd, Ancaster, ON L9G 3J4
Reception: 6:30 PM – 7:00 PM
Presentation: 7:00pm

02.18.26

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