Fraser Valley Estate PLanning Council

Get it Together: Organize Your Estate Records Now So Your Family Won’t Have To

 

Exclusive Event Sponsor: Heritage Trust Company Inc.

Speaker: Nicole Garton

Topic: As President of Heritage Trust and as an estate administration lawyer with Heritage Law, Nicole has seen many messy and disorganized estates first hand, resulting in hassle, delay, increased expense and even lost assets.

Come and learn about an effective system to organize and keep track of critical estate information and documents. You will leave with detailed list of resources you can provide clients, whether they wish to rely on a paper or digital organizational system.

Location: Guildford Golf & Country Club 7929 152 St, Surrey

Time: 5:30-7:30pm

5:30: Registration, Networking & Cocktails
6:00: Welcome & Buffet Dinner
6:45- 7:30: Presentation

Dinner Fee: Included in membership. Guest price is $75.

TO RSVP, EMAIL JILL AT coordinator@fvepc.com 

 

Fraser Valley Estate PLanning Council

Upcoming Events

  • Events

    The (R)evolution of Estate Philanthropy in Canada
    28 Mar 23

    Fraser Valley Estate Planning Council (FVEPC) & Canadian Association of Gift Planners (CAGP) Crossover Event

    Speaker: Paul Nazareth, VP, Education & Development, CAGP Foundation

Fraser Valley Estate PLanning Council

Network Development

  • Become a part of our network and receive valuable professional development and information relative to Estate Planning in the Fraser Valley.

    View all our members or consider becoming a member.