The WILL to TRUST - A Gifting and Estate Planning Webinar

About the Webinar

We will explore different scenarios to answer the following questions.

• What is Gifting?
• What is Estate Planning?
• Who doesn’t need to write a WILL?
• Who is to TRUST when writing a WILL?
• When is a WILL isn’t enough but TRUST is?
• Who is to TRUST when setting up a TRUST?

About the Speaker

Tony is married to ONE wife and has three adult children. He has been in the financial advisory business for more than 30 years playing roles such as CEO, Director for Operation and Training. He holds the designation of Chartered Financial Consultant, Chartered Mortgage Analyst and an Associate of Estate Planning Practitioner.

He is a Nevertiree. He started running marathon at age 50 and has since completed more than 10 full marathons.

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