Advocis Vancouver is excited to present an estate planning education session, Protect What Matters: "Estate Planning Lessons from Real Life." Join ClearEstate's webinar featuring real-life estate planning case studies that show what can go wrong (even with the best of intentions), and what every family can do to protect themselves.
Key takeaways:
Why carefully made estate plans can still fail and how to avoid common planning oversights
The hidden risks of naming a family member as executor
How a single beneficiary designation change can unravel years of planning
Why "equal" distribution doesn’t always mean equal outcomes
How professional estate administration protects your loved ones
Live Q&A: your questions answered in real time
August 11, 2026:Serving Mass-Affluent Families - Wawanesa Life
Details:
Virtual event on Zoom Time: 10:00am PT Date: August 11, 2026
Advocis Vancouver presents Lucas Ng of Wawanesa Life on serving mass-affluent Canadian families. CE-eligible insights for advisors!
Check out ourEventbrite pagefor more upcoming Advocis Greater Vancouver events!
Questions:
If you have any questions or concerns regarding this communication, please reach out to the Advocis Greater Vancouver chapter at GreaterVancouver@advocischapter.ca