Estate Planning Presentation, Resources and Recording


ARM Chapter 12 “Luncheon” Speaker Series

 

November 17, 2021

 

Estate Planning

 

 

Bill Rakovitis, Financial Advisor for Educators Financial Group presented a review of what is required in planning your estate, including a great deal of helpful advice. The presentation took place on-line, via Zoom and was recorded. The recording, although started late, includes Bill’s slide show, and the Q&A session that followed. The recording is 1:11:02 long. Bill’s slide show is also available on its own as a pdf.

 

Members are also invited to complete the Digital Ballot to book a free consultation on planning your estate. By clicking the link on the ballot, you will entered into a draw to win a holiday gift basket from EFG.

https://armch12osstf.ca/wp-content/uploads/2021/11/Digital-Ballot-ARM-12-Estate-Planning.pdf

 

 

Click this link to download the slide show:

https://armch12osstf.ca/wp-content/uploads/2021/11/Estate-Planning-B.-Rakovitis-EFG-pdf.pdf

 

 

The recording can be accessed at the link below:

https://us02web.zoom.us/rec/share/xrITLUutPXNPvyV9eZJp2H58db3HU8xzpbHiPkbhdOhKYJLPRJ0ywtQpg9DzV5Cp.0KR–dzAH_v0V1bS

This recording will remain available to members for until January 10, 2022.

 

 

 

 

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