Mar 13, 2025 - WWEPC – Estate and Financial Planning for Long Term Care

Location: Golf's Steak House & Seafood, 598 Lancaster Street West, Kitchener, ON, N2K 1M3

Speakers:

Neela White FCSI, CIM, CIWM, CPCA, EPC, CEA

How parents’ health crisis changed advisor

Neela White, portfolio manager at Blue Wing Advisory Group, Raymond James Ltd., shares her personal story and focus on estate and long-term care planning.

Long term care planning is something many investors are unprepared for.

Topics: Why Adult Children Should Plan for Their Longevity

Agenda:

5:30pm: Networking & Drinks
6:00pm: Dinner
6:45pm: Speaker
8:00pm: Adjournment

Waterloo Wellington Estate Planning Council

Mar 13, 2025 - WWEPC – Estate and Financial Planning for Long Term Care

How parents’ health crisis changed advisor

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Mar 13, 2025 - WWEPC – Estate and Financial Planning for Long Term Care