The Future Planning Conversation Everyone Should Have

Planning for the future is about more than finances. It is about making sure your wishes are clear, your family is supported, and important decisions can still be made if something unexpected happens.

Join us for a practical discussion on wills, estates, powers of attorney, personal directives, beneficiaries, and trusts. This session will break down the key elements of estate planning in a simple and approachable way, including who should be involved, common mistakes to avoid, and how to start planning earlier rather than later.

Whether you are just starting to think about estate planning or looking to better understand more advanced strategies like trusts, this session will provide helpful insights and practical guidance for individuals and families at every stage of life.

Speakers:

Rakhi Sehrawat Goenka – Associate Investment Counseller – RBC PH&N Investment Counsel

Karthic Ravi Kalai Palaniappan - Regional Trust Advisor – RBC Royal Trust

Moderator:

Matthew Thomas – Group Consultant – RBC Group Advantage

Following the panel discussion, attendees will have the opportunity to book one-on-one time with the presenters for personalized questions and guidance related to estate planning and financial considerations.

Spaces for individual consultations are limited and will be available on a first-come, first-served basis.

• Individuals and families planning for the future
• Business owners and professionals
• Newcomers and multi-generational families
• Anyone interested in understanding estate planning basics and strategies

Reserve your spot today and take an important step toward protecting your future and the people who matter most.

Agenda

9:00-9:30 - Registration and Networking

9:30-10:30 -Panel discussion by RBC

10:30-11:00 - Networking

10:30-12:00 - One on One bookings (sign up available on site)

Feel free to park in either Intrinsic Innovations reserved spots or Visitor parking on the North side of the building

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