Planning with Purpose

Description

Learn how to protect your loved ones, organize your estate, and create a legacy that reflects your values. Peter Sproule from Momentum Financial Services Inc. will lead an informative discussion covering topics such as estate organization, gifts of securities, life insurance, wills, and tax-efficient planning strategies. This session is designed to help you understand your options and make informed decisions about the future—no matter what stage of life you are in. This session will help you: Understand how to plan and manage your assets effectively Learn strategies to minimize taxes and simplify estate transitions Gain confidence in protecting your family’s financial well-being Ask your questions directly to a professional in a friendly, approachable setting Whether you are beginning to think about your estate plans or reviewing existing arrangements, this free community workshop will provide clear, practical information to help you move forward with confidence.The Townsend Smith Foundation will also be providing an update on the residential hospice project at the end of the seminar prior to a Q&A session. (if time allows) *Light snacks and refreshments will be provided.