Many HNW Canadians are not adequately prepared to transition or inherit wealth. Often due to a lack of communication, complex financial planning decisions, and ultimately by not having the right plan in place. As a result, in many cases, the process can be tedious, complicated and result in lost opportunities.
Join The Anholt Group for a lunch and learn session on November 18th. We'll go over strategies, things to think about and your questions as you plan to transition your wealth to your beneficiaries and loved ones.
There are limited seats available and must be 60+. Register today to save your spot!
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