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Empire Life: Beneficiary Blow Ups - Insurance & Investments

  • Lifeplan Financial Group 3298 Tennyson Avenue Victoria, BC, V8Z 3P3 Canada (map)

Peter Wouters Presenting:
• Perils and Pitfalls of nam-ing beneficiaries
• Probate avoidance
• Estate equalization issues
• Unintended consequences
• Planning points

Earlier Event: January 23
Assumption Life: Lunch & Learn
Later Event: February 9
Desjardins Lunch & Learn