Financial Planning Essentials Workshop, 20 April | Event in Lac La Biche | AllEvents

Financial Planning Essentials Workshop

Lac La Biche Heritage Society

Highlights

Mon, 20 Apr • 06:30 PM

10112-102 Ave, Lac La Biche, AB, Canada, Alberta T0A2C0

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Date & Location

Mon, 20 Apr • 06:30 PM (MDT)

10112-102 Ave, Alberta T0A2C0

10112 102 Ave, Lac La Biche County, AB T0A, Canada, Lac La Biche

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About the event

Financial Planning Essentials Workshop
Monday, April 20
🕒 6:30pm to 8:00pm
Presented by Kristy Cardinal, SR. Personal Banking Advisor ATB

- Bank requirements for Wills & Powers of Attorney
- Joint accounts: right of survivorship vs. not
- Key documents to have in place
- Helpful planning tips & Q&A

Refreshments Supplied

It is Free, but Registration is required.

Open to members and non-members. All ages; anyone interested welcome.

You can register on our website under this activity and clicking the "sign-up" button, at the Centre front desk, by emailing us at aGVyaXRhZ2UyMDE2IHwgaG90bWFpbCAhIGNvbQ== or calling 780-623-8350.


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10112-102 Ave, Lac La Biche, AB, Canada, Alberta T0A2C0
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Host Details

Lac La Biche Heritage Society

Lac La Biche Heritage Society

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Financial Planning Essentials Workshop, 20 April | Event in Lac La Biche | AllEvents
Financial Planning Essentials Workshop
Mon, 20 Apr • 06:30 PM