Wealth planning and specifically estate planning has become increasingly unique and important to women.
If you do not have an estate plan or your current plan is out of date, you and your family may be financially at risk!
This 1 hour seminar features Ms. Mara L. Koven-Lapointe, Barrister and Solicitor ,Levene Tadman Golub Law Corporation.
Estate planning for women is unique in that women typically view money holistically and see wealth accumulation as a way to provide security for themselves and their loved ones. Legacy planning is something that interests and concerns them and should involve passing down not only financial assets but also goals and values to the next generation.
Bring a Friend. Wine and Cheese to be served.
Contact Ms. Lindsay Taylor, Associate Advisor on behalf of The Holbrook-Taylor Wealth Management [email protected] 204-949-2272 or Kim Blair @ 204-949-7588
You’ve Earned It-Now Protect it!
Main floor - 360 Main Street
Main Floor - 360 Main Street