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Events

Community events, webinars and more to support Kawartha members.
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Estate Planning Essentials: Virtual Info Session

APRIL 21, 6 – 7 P.M. | ZOOM

Join us online with John Kehoe, Kawartha’s Senior Strategist, Financial Planning & Practice Management, as we share practical tips to help you protect and maximize your legacy – and answer your estate planning questions.

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Whether you’re new to estate planning or refining your strategy, Kawartha's estate planning information session will equip you with practical insights to make confident, informed decisions about maximizing and protecting your legacy.

Topics covered:

  • Your will & powers of attorney

  • Understanding & managing probate

  • Leaving a tax-efficient estate

  • The role of trusts in estate planning

Register now and we’ll send you the Zoom link before the event.

 
 
 
 
 
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