Wealth Transfer Fundamentals

Friday, November 13, 2026

1:00 PM - 2:00 PM

Clarington Library - Courtice Library

2950 Courtice Road, Courtice, ON, Clarington, Ontario, L1E 2H8

Clarington, ON

Last-minute changes can happen with any event. Check with the organizer before you go.

Organized by Clarington Library, Museums & Archives

About This Event

This session at the Courtice Library covers estate planning, tax considerations, and strategies for passing assets to beneficiaries. It is designed for individuals looking to manage their legacy and understand wealth transfer beyond writing a will.

Learn how to manage estate planning and tax considerations to ensure your assets reach your intended beneficiaries.

  • Presented by Theresa Connors-Chan and Wally Damian from RBC Wealth Management
  • Hosted by Clarington Library, Museums & Archives

View original listing at Clarington Library, Museums & Archives

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