Virtual
Secure your future. Safeguard your business. Protect your family.
As a business owner, you’ve worked hard to build your wealth and your legacy. But without the right planning, everything you’ve built could be at risk. Estate planning isn’t just about distributing assets — it’s about protecting your business, minimizing tax burdens, and ensuring your loved ones are cared for.
This free virtual workshop, hosted by RBC Wealth Management, is your opportunity to gain clear, practical strategies to prepare for the future.
Why Attend
- Preserve your wealth: Learn tax-efficient estate planning strategies to safeguard both personal and business assets.
- Understand executor responsibilities: Get a step-by-step view of what’s involved in settling an estate, from probate to distribution.
- Avoid costly mistakes: Explore the risks of intestacy laws (dying without a will) and how they can impact your family and business.
- Actionable guidance: Walk away with practical steps you can implement immediately to protect your legacy.
Business owners who want to:
- Take control of their estate planning
- Protect their family and company from unnecessary risk
- Gain confidence in navigating the legal and financial process
Agenda
A detailed agenda will be made available shortly.
Speakers
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Mark Allen
Senior Portfolio Manager, RBC Wealth Management
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Karen Snowden-Steacy
Senior Trust Advisor, Royal Trust
Tickets & Registration
Registration for this event is free.