Crucial Financial Planning Conversations for Couples

Name: Crucial Financial Planning Conversations for Couples
Start: 2024-09-18T15:30:00-08:00
End: 2024-09-18T17:30:00-08:00
Location: Heart Wealth Management Group of Raymond James Ltd.

Schedule

Wed Sep 18 2024 at 03:30 pm to 05:30 pm

UTC-08:00

Location

Heart Wealth Management Group of Raymond James Ltd. | Victoria, BC

It's common that one spouse is primarily responsible for managing a couple's finances.
If something happens to that spouse, the survivor is often left in the unenviable position of grieving for their partner, while being forced into a role of making financial decisions they may be unfamiliar with.
Wealth Managers April Dorey Hartwig and Pam Katunar will share their advice.
We encourage you to bring another couple with you!
There is no charge to attend.
Light refreshments will be served. RSVP required. Email us at [email protected] or call us at 250-405-2429 or 250-405-2455 to register.