Advanced Estate & Legacy Planning

Thursday, June 18th, 2026

SPEAKER

RICHARD SALES CFP®, CLU, CHS, RRC, CEA
Executive Financial Consultant

PRESENTATION & DINNER

The Pearle Hotel & Spa

3 Elizabeth Street Burlington ON L7R 0G3

REGISTRATION: 6:30PM
DINNER & PRESENTATION: 7:00PM

06.18.26

What You will Learn:

· Trusts, wills, and beneficiary strategies
· Multi‑generational wealth transfer
· Minimizing estate taxes and probate
· Family governance and succession frameworks

RSVP IS REQUIRED