Intergenerational Wealth Transfer - Patrons

Are you just beginning the estate planning process, trying to figure out the best way to discuss your intentions, or looking for additional insights in your current legacy and estate plan? Wherever you are on your journey, we understand that dynamics among family members vary and talking about money is not easy for everyone. Join Michael Toogood, CERTIFIED FINANCIAL PLANNER (CFP) of Nolin Toogood IG Private Wealth Management as he discusses how to approach important family conversations, tax strategy considerations, and ultimately, your financial planning decisions.

FEE: Free for Patrons

SCHEDULE

Thursday, October 17, 10:00 AM to 11:00 AM

LOCATION

This is an in person event. IG Wealth Management, 461 Sterling Lyon Pkwy Unit 2, Winnipeg

PRESENTER

As a CERTIFIED FINANCIAL PLANNER (CFP) professional with Nolin Toogood IG Private Wealth Management, Michael Toogood, B.Comm (Hons.), CLU, CFP® provides personalised detailed financial plans that are grounded in extensive knowledge of investments, tax considerations and estate planning. With a passion for knowledge and people, Michael helps clients achieve their financial goals. Whether you are planning for retirement, are concerned about increasingly complex tax considerations, or are evaluating the best options to share your wealth, Michael strives to ensure that each part of your financial picture is synchronised within your personalised financial plan.

HOW TO REGISTER

Only patrons are eligible to attend Creative Retirement Events. Please select Patronage on our site menu to learn more.