Education Series: From Estate Planning to Estate Do-ing

Estate planning is more than simply ‘who gets what’.

It’s a chance to focus on who you are, what matters to you, and most importantly who matters to you. That means taking care of yourself and the people close to you, now and in future, and making arrangements for when you’re no longer around. Join us for this virtual event as we review the information you need to know to get your estate planning in order.

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Presented by:

Danny Zich

Estate & Trust Planning Specialist
Coastal Community Private Wealth GroupTM

Guest Speaker:

Doug Carroll, BBA, JD, LLM (Tax), CFP, TE

Tax & Estate Specialist
Aviso Wealth Inc.

Read Doug’s Bio

When & Where:

Thursday January 21st, 2021 @ 11:00AM
This will be a virtual event.

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Coastal Community Private Wealth Group is a division of Coastal Community Financial Management Inc., which is a wholly owned subsidiary of Coastal Community Credit Union. Mutual funds and other securities are offered through Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.

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