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
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 moc.c1695883091pevf@1695883091rotan1695883091idroo1695883091c1695883091