Women's Wealth Series: Securing your business and personal financial future in anticipation of death

When
20 Apr 2023
4:30 PM - 6:30 PM
Location
BLG office, World Exchange Plaza (100 Queen St. Suite #1300)
Spaces left
10

Registration

Future WBN Member – $50.00
Speaker
WBN Member – $30.00

Registration is closed

Women's Wealth Series: Securing your business and personal financial future in anticipation of death

The WBN is proud to present our Women’s Wealth Series, during which our members and future members will hear advice from local women experts on various topics that impact our financial future. Experts in their respective fields will take you through the journey of understanding the importance of taking ownership of your financial well-being, the steps you can take to protect your financial future during life-changing events, including cohabitation, marriage, and in anticipation of death, illness, or loss of income. Our experts will canvass the issues that arise through this journey, and help you determine what steps you need to take to protect your business and personal financial future. Don’t miss this opportunity to hear from, and engage with, our experts.

All sessions will be held at the offices of Borden, Ladner, Gervais LLP, from 4:30to 6:30 p.m. [Light snacks & beverages will be offered], followed by questions and networking.

Women's Wealth Series:
Securing your business and personal financial future
in anticipation of death

Shelbi Dippold
Associate, SKS Law LLP/SRL

Shelbi Dippold is lawyer at the boutique law firm of SKS Law LLP with part of her practice focusing on estate and succession planning. She prides herself on taking the “legalese” out of the legal process and helping clients understand the legal complexities facing their wills and estates. She has advised on all manners of estates ranging from small estates to large complex estates as well as assisting individuals with putting together a plan to manage for some very unique and eccentric last wishes.

What is a will and power of attorney and how do they work?
When do you need a will and/or a power of attorney?
Things to consider before putting an estate plan in place

Carol Willes
Director, Estate Planning, BMO Private Wealth

Being mindful of estate liquidity when probate planning
Special considerations for business owners
Estate strategies for blended families

The deadline to register is end of the day on Monday, April 17th.
If you are a WBN member, please LOG IN to your account to register for the event at the member rate.

Parking Details:

Paid public underground parking available 24/7. [Enter the building and head to the Queen Street side]. Here is the link with directions and pricing: https://www.parkme.com/lot/99442/world-exchange-plaza-ottawa-on-canada
Some street parking might be available. Park at your own risk.
Easy public transportation

Please note, we do not offer refunds. If you need to cancel you will be issued a credit to use toward a future event. If you are having difficulty registering or if you have inquiries about our membership, please contact info@womensbusinessnetwork.ca.