If privacy on estate settlement is important to you, or you have a blended family, or want to reduce probate costs, you will want to watch this presentation. As well, the webcast will highlight the current state of the US Stock Market. As important as it is to stay on top of current market and economic information, it is equally critical that you are aware of the various wealth planning issues, risks and opportunities that you and your family could face now or in the future.
Assante’s Wealth Matters series of webcasts offer you the perfect opportunity to gain timely investment and wealth planning knowledge on a regular basis. That’s why I’m inviting you to watch/listen the most recent recording.
This webcast will begin with an insightful discussion on special trust arrangements led by Deborah A. Goch, Regional Vice-President, Wealth Planning, United Financial, a division of CI Private Counsel LP. Join Deborah as she discusses the advantages for estate planning that Alter Ego and Joint Partner Trusts can provide for spouses and children. If privacy on estate settlement is important to you, or you have a blended family, or want to reduce probate costs, you will want to watch this presentation.
Following our wealth planning discussion, we will be joined by Aaron Clark, Principal and Portfolio Manager, Tetrem Capital Management. Aaron will provide an update on the current economic landscape as well as discuss the positioning of Tetrem’s U.S. mandate and the factors contributing to its success.
Instant replay details
The following link will take you to the page to access the webcast recording of the live presentation
Wealth Matters Taped Webcast
Following the live webcast, an instant replay can be accessed by telephone at the number below or on the Assante website at the link above.
Phone Playback number:
1-888-843-7419, participant pass code: 3641 5414#
Available until January 5, 2015
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