August 16, 2021

Retirement, Are You Ready: Part II


When: September 29, 2021 10:00 am - 11:30 am

At any age, but especially as you approach retirement or embrace your retirement lifestyle, there are certain items that we all need to attend to but put off. Are your financial and household papers in order? If you were to pass now would your spouse, your Executor be able to figure things out or would they have to deal with a mess of papers while struggling with their grief? Are you comfortable with the differences between an Executor, a Power of Attorney, and a Health Care Director? Are you familiar with Wills, Health Care Directives, Probate, , the cost of Probate and how to bypass this cost? What happens to your debts when you pass, do they go to your spouse and other survivors? Is there a way to help minimize costs associated with estate settlement? Come to our session, Retirement – Are You Ready Part II and learn the answers to these and other questions. If you are already retired, come and see if you have missed any critical steps and learn what still needs to be done.

You are invited to a Zoom meeting.
When: Sep 29, 2021 10:00 PM Mountain Time (US and Canada)

After registering, you will receive a confirmation email containing information about joining the meeting.

Save the Date

9/29/2021 10:00 am America/Edmonton 9/29/2021 11:30 am Retirement, Are You Ready: Part II