This series is for adventurous older adults who want to give back to the community and interact with others. It will feature different topics and guests. Please register on Eventbrite for priority. Drop-ins are welcome if space allows.

Father E. Bulfon Community Centre. For this session, participants may also join virtually on Zoom.

June 19, 2:00 pm - 3:30 pm

Topic: Family Matters: Intergenerational Wealth Transfer

This presentation shares strategies and concepts to help Canadians prepare for a tax-optimized wealth transfer to their heirs or intended beneficiaries. Here's an overview of some key concepts that will be discussed:

• Strategies to minimize tax and bypass probate

• Cascading concept

• Maintaining family harmony

• Estate Trustee and Power of Attorney (POA) roles and responsibilities

• Estate privacy when transferring wealth

• Beneficiaries and successor owners

• Intergenerational wealth transfer strategies

• Inheritance planning

• Trust basics and reasons to consider trusts

Presented by Paul Peios, CFP®, CIM®, DFSA™, CEA®, CERTIFIED FINANCIAL PLANNER®, IG WEALTH MANAGEMENT.

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