Estate and Retirement planning panel
RPP
Estate and Retirement Planning Panel
Speaker(s): Panel of local wealth advisors or RPP Business Development Officer
Est. Presentation Time: 45 Minutes – 1.5 Hours
Regardless of whether retirement is right around the corner or years away it is important to begin the planning process. Additionally, ensuring your wealth is there to provide for your family for generations to come is an important part of your holistic wealth plan. This presentation will discuss valuable considerations when going through retirement and estate planning.
Please fill out the Event Request Form and email to [email protected].
Approved Materials
We have several resources available for order that can help streamline the process.
Please let us know if you would like additional materials not listed below.
Presentation
Est. Time: 45 minutes – 1.5 Hours
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