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Wealth Matters Webinar Video about Wealth Transfer Planning – How to Create your Lasting Legacy

Wealth Matters Webinar Series:

Wealth Transfer Planning – How to Create your Lasting Legacy with Maili Wong and Michelle Connolly

November 23, 2021

 

 

This month’s Wealth Matters Webinar features the hot topic Wealth Transfer Planning with Maili Wong, Senior Portfolio Manager at The Wong Group at Wellington-Altus Private Wealth and Michelle Connolly, Senior Vice-President, Advanced Wealth Planning Group at Wellington-Altus Private Wealth.

Watch this webinar as Maili and Michelle Connolly, discuss important events that trigger you to look at your Wealth Transfer Plan, including:

  • • Learning from Celebrity Wealth Transfer Planning Mistakes
  • • 5 Life Events that can Trigger Wealth Transfer Planning
  • • 5 Common Mistakes to Avoid when it comes to your Wealth Transfer Planning
  • • Communicating your Legacy & Wealth Transfer Plans with your Loved Ones
  • • How The Wong Group Can Help

 

If you’d like to schedule an appointment with me or my team, please contact us at 778 655 2410 or use the chat feature or contact form in the footer below.

I look forward to connecting with you again soon.

Sincerely,
Maili Wong, CFA, CFP, FEA
Senior Portfolio Manager
Executive Vice-President

If you have any questions about how this relates to you or your investment portfolio and financial plan, please give us a call at 778 655 2410 or email us at [email protected]








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