EstatePlanningMag

Listen to the most recent episode of @InceptionWealth wealth podcast: What if I have a Professional or Elite Level Athlete that requires wealth and estate planning? (Part 1) anchor.fm/chris-delaney/…

Great fun yesterday shari g #AbundantEstate process with Regina Estate Planners Council — plan with purpose #estateplanning

Listen to "What if I have a Professional or Elite Level Athlete that requires wealth and estate planning? (Part 1)". ⚓ anchor.fm/chris-delaney/…

Based on positive plague tests and planned treatments, Taylor Creek Visitor Center and Kiva Beach parking areas will be closed Sunday through Friday. The Tallac Site / Kiva Picnic parking area will be open. Visitor Center staff and volunteers will be at the Tallac Historic Site.

Missing the live public events to share @NakedOpus but versions are available at Amazon.ca (digital) and familywealthpress.com for print versions. Check it out!! instagram.com/p/BuO61m_nzqF/…

The Naked Opus: Growing Your Family Wealth for the Long Term--A Novel Approac... amazon.ca/dp/B07HYFKKYL/… via @amazon

Just shipped first copies of @NakedOpus to #Australia — #estateplanning and ##wealth #transition for the long term familywealthpress.com for copies #estateplanning

This will be amazing set of presentations from @CAFANET by @MonicaClare6 and @ElaineFroese — fascinating and useful content to improve the quality of your advice!

The Naked Opus: Growing Your Family Wealth for the Long Term--A Novel Approac... amazon.ca/dp/B07HYFKKYL/… via @amazon

@InceptionHour @NakedOpus @FEAdvisor — live, virtual events for #clients and #advisors @Advocis

Happy New Year and Stay Safe in 2021!!! Next year in Hawaii! Aloha! @ Old North instagram.com/p/CJfYPa5HXFK/…

#Legacy Planning for 2021? Having a client event and need a great topic? #2021 will be a year of changes, make the changes that are important to you and your family. #estateplanning #wealthmanagement #willsandestates #wills #succession #philanthropy

I really enjoyed sharing some of the aspects of my upcoming book with Farm Credit Canada / Financement agricole Canada last week -- you can watch the presentation here "Five Biggest Estate Planning Mistakes Everybody Makes (and how…lnkd.in/ghWf6XE lnkd.in/gQfztqD

The Naked Opus: Growing Your Family Wealth for the Long Term--A Novel Approac... amazon.ca/dp/B07HYFKKYL/… via @amazon

Ask “Why?” In your planning. lnkd.in/gSHveZ3

Estate Planning Mistakes Everybody Makes familywealthpress.com/f/estate-plann… via @nakedopus

How will you #PlanWell?

Featuring @newdementians Dawn Wiggins - register for free at legacyplanningsummit.com

This event is free- register at legacyplanningsummit.com