Estate Planning Roundtable Discussion

Estate Planning Roundtable Discussion fees starting at $500 CDN
Meeting can be a family discussion setting where all family members (multiple generations) can be present or Roundtable setting for employers and their employees (provide essential value to your employees).

For Family Discussion – Clients will receive a package of essential questions that most successful families ask themselves during the process of estate planning.

For Round Table Discussion – Clients will receive a copy of “Helping Fund Your Dreams” package.