Webinar

The Basics of Financial and Estate Planning in Times of Crisis

Aired on Wednesday, May 20, 2020

This one-hour webinar, co-presented with Exponent Investment Management, discusses considerations when planning for your retirement, your estate, and the needs of your beneficiaries. We will also share tips to aid you in the process of reviewing your financial and estate plans.

Agenda topics

• Key aspects of financial and retirement planning
• How financial plans bring clarity to a person or household’s overall financial picture
• How a financial plan is best integrated with other professional services, portfolio management and legal needs
• Basics of estate planning
• Requirements for a valid will
• What happens if you die without a will
• Key circumstances where you should update your estate plan

Watch the recording

About the Presenters

• Eliott Einarson, Exponent Investment Management
• Harmanjit Mavi, MLT Aikins LLP