RBC Financial Literacy Program
About this Event
Wills and Estates: Securing Your Legacy
A well-constructed estate plan isa structural advantage that protects your assets, secures your family's future, and eliminates the anxiety of uncertainty.
Join us for an engaging and informative session at Calgary Memorial Park Library.
Led by Rameez Sammy, MBA, CIM - a senior finance professional with over a decade of leadership experience. Discover how professional estate planning transforms your family's financial security.
What You'll Master This Month:
1. Estate Planning Fundamentals
• Wills and Testamentary Documents: Creating a clear, legally binding blueprint for your legacy and asset distribution.
• Probate Process and Legal Requirements: Understanding the essential steps and timelines to protect your estate from complications.
• Estate Valuation and Asset Inventory: Building a comprehensive picture of your wealth to ensure nothing is overlooked.
2. Advanced Estate Strategies
• Tax-Efficient Estate Planning: Moving from reactive planning to proactive strategies that maximize what your heirs receive.
• Trusts and Legacy Structures: Using proven tools to control wealth distribution and protect your family's interests across generations.
• Beneficiary Planning and Distribution: Seeing exactly how your estate will be managed and distributed with clear, personalized strategies.
Who Is This For?
This session is ideal for professionals, families, and business owners in Calgary who want to move beyond uncertainty and execute a comprehensive, legally sound estate plan tailored to their unique circumstances and family goals.
About the Program
This event is a key module in our premier 20-part financial curriculum delivered over the next 18–20 months. Each session provides a standalone pillar of knowledge, while the full series offers a complete masters-level education in personal wealth management.
📅 Date: November 11 th, 2026
📍 Location: Calgary Memorial Park Library
🎟️ Admission: Complimentary (Registration Required)
Agenda
🕑: 05:30 PM - 06:30 PM
Will and Estates
Info: 5:30 PM – 5:35 PM: Welcome & Introduction - Introduction to the RBC Wealth Management Financial Literacy Program and an overview of the evening's objectives with Rameez. 5:35 PM – 6:15 PM: Topic 1: Will and Estates
Understanding the essential steps and timelines to protect your estate from complications. Trusts and Legacy Structures: Using proven tools to control wealth distribution and protect your family's interests across generations.
6:15 PM – 6:30 PM: Open Q&A & Wrap-Up
Where is it happening?
Event Location & Nearby Stays:
CAD 0.00
