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TEAD Therapeutic Riding Centre

LXCL:Registration for one

General Admission

November is Make a Will Month &mdash; and there&rsquo;s no better time to start the conversation. Join us at TEAD for a free, virtual informative Lunch N&rsquo; Learn designed to make wills, estates, bequests and legacy planning a little easier to understand &mdash; and a lot less intimidating.&nbsp; If you would like watch in-person, you may do inside TEAD&#39;s Clubhouse.&nbsp; Whether you already have a will, have been meaning to create one, or simply want to better understand your options, this one-hour session will offer practical information to help you think about the future with greater confidence. What We&rsquo;ll ExploreTogether, we&rsquo;ll explore some of the fundamentals of estate and legacy planning, including:<ul fr-original-style="" style="box-sizing: inherit;"><li fr-original-style="" style="box-sizing: inherit;">Why having an up-to-date will matters</li><li fr-original-style="" style="box-sizing: inherit;">Key considerations when thinking about your estate</li><li fr-original-style="" style="box-sizing: inherit;">The role of trusts and incapacity planning</li><li fr-original-style="" style="box-sizing: inherit;">What a charitable bequest is and how it works</li><li fr-original-style="" style="box-sizing: inherit;">Ways charitable giving can be incorporated into your estate plans</li><li fr-original-style="" style="box-sizing: inherit;">Questions to consider as you think about the people, causes and communities that matter most to you</li></ul>There will also be an opportunity to ask questions in a welcoming, educational environment. Meet Our SpeakerThe conversation will be led by Alex Del Bel Belluz, a member of TEAD&rsquo;s Board of Directors and Senior Director, Fiduciary and Regulatory Oversight at BMO Trust Company, whose work focuses on estates, trusts and incapacity planning. Alex will help break down what can sometimes feel like a complicated topic into practical information and considerations you can take with you as you think about your own planning. Space is limited, so advance registration is encouraged. Join us for lunch, bring your questions, and take an hour to learn more about planning for the people, places and causes that matter to you.

November is Make a Will Month — and there’s no better time to start the conversation. Join us at TEAD for a free, virtual informative Lunch N’ Learn designed to make wills, estates, bequests and legacy planning a little easier to understand — and a lot less intimidating.  If you would like watch in-person, you may do inside TEAD's Clubhouse.  Whether you already have a will, have been meaning to create one, or simply want to better understand your options, this one-hour session will offer practical information to help you think about the future with greater confidence. What We’ll ExploreTogether, we’ll explore some of the fundamentals of estate and legacy planning, including:<ul><li>Why having an up-to-date will matters</li><li>Key considerations when thinking about your estate</li><li>The role of trusts and incapacity planning</li><li>What a charitable bequest is and how it works</li><li>Ways charitable giving can be incorporated into your estate plans</li><li>Questions to consider as you think about the people, causes and communities that matter most to you</li></ul>There will also be an opportunity to ask questions in a welcoming, educational environment. Meet Our SpeakerThe conversation will be led by Alex Del Bel Belluz, a member of TEAD’s Board of Directors and Senior Director, Fiduciary and Regulatory Oversight at BMO Trust Company, whose work focuses on estates, trusts and incapacity planning. Alex will help break down what can sometimes feel like a complicated topic into practical information and considerations you can take with you as you think about your own planning. Space is limited, so advance registration is encouraged. Join us for lunch, bring your questions, and take an hour to learn more about planning for the people, places and causes that matter to you.

TEAD Therapeutic Riding Centre

Lunch N’ Learn: Wills, Bequests & Planning Your Legacy

VIRTUAL or View onsite at TEAD's Club House - 8360 Leeming Rd

General Admission

Free

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