Financial Planning Essentials

Monday, April 20

Presented by Kristy Cardinal, SR. Personal Banking Advisor ATB

• Bank requirements for Wills & Powers of Attorney
• Joint accounts: right of survivorship vs. not
• Key documents to have in place
• Helpful planning tips & Q&A

Refreshments Supplied

It is Free, but Registration is required.

Open to members and non-members. All ages; anyone interested welcome.

You can register on our website under this activity and clicking the “sign-up” button, at the Centre front desk,  by emailing us at heritage2016@hotmail.com or calling 780-623-8350.