A casual question and answer evening with industry professionals.
Families experience many lifecycle events. Some are happy ones like the birth of a new baby, a child's or grandchild's graduation or a family wedding.
Others are sad, such as financial difficulties, job loss, decline in health, an accident, or loss of a loved one. No matter the situation, one has to be prepared.
The Mount Pleasant Group has organized a casual, information evening to answer questions you may have to best plan for the future from a financial, legal and real estate perspective.
Please RSVP to: Andrea Niles - 416-485-5572
Wealth advisor, Christian Steinbock, RBC Securities, and lawyer, Ismail Barmania, will discuss the opportunities and potential pitfalls for Trustees and Beneficiaries in Estate Planning and Administration.
Vivien Sharon, real estate broker, Master-ASA (Seniors Real Estate), Sotheby's International Realty Canada, will provide a brief overview of the Toronto real estate market and discuss the top 7 things families need to know when downsizing and preparing a home for sale to achieve top dollar.