Wills & Estate Planning: Tips & Traps

Making a Will is the most important thing you can do to ensure your wishes are carried out and your loved ones are provided for. That said, a number of issues can arise with an improperly drafted Will, or worse yet, no Will at all. Rebecca Studin (BA’04, JD’08) will share some practical tips from […]

Your Money Matters: A Holistic Approach to Wealth Management

Are you wondering how to ensure financial stability during times of market uncertainty? Our speaker, Don Levy (BA’86, CFP, CIM, FCSI, TEP), will share key strategies and principles that will help you build and preserve your wealth to achieve your lifetime goals. This session will cover topics on preserving capital, maximizing retirement income, tax-saving strategies […]