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 3Macs, a division of Raymond James, 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: Estate and Financial Planning for Long Term Care

Agenda: