Transitioning Family Wealth: 3 Key Pillars for Success (55+)
Schedule
Thu, 02 Apr, 2026 at 10:00 am
UTC-06:00Location
Nord-Bridge Seniors Centre | Lethbridge, AB
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Communicate. Consider. Plan.Are you just beginning the estate planning process, trying to figure out the best way to discuss your intentions, or looking for additional insights into your current legacy and estate plans?
Wherever you are on your journey, we understand that dynamics among family members vary and talking about money is not easy for everyone. That’s why it’s often helpful to get a fresh, expert perspective on what might be keeping you up at night. Join us as we discuss how to approach important family conversations, tax strategy considerations, and ultimately, your financial planning decisions.
Free for people 55+ years of age, no registration necessary.
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Where is it happening?
Nord-Bridge Seniors Centre, 1904 13 Ave N, Lethbridge, AB T1H 4W9, CanadaEvent Location & Nearby Stays:
Know what’s Happening Next — before everyone else does.
