FREE Wills, Estates and Financial Planning Seminar

Wednesday | September 18, 6:30 – 9:00 p.m.
Rivergrove Financial Advice Centre – 2567 Main Street

Join our financial planning experts Victor Lopes and Sherri Tower — plus guest speaker Leah Klassen, Lawyer from Wolseley Law — as they discuss the basics of Wills and Estates.

You’ll learn:

  • The importance of having a valid, up-to-date Will, health care directive and Power of Attorney to ensure your wishes are met
  • About Estate Planning and the importance it plays in your financial plan
  • Develop and implement your action plan
  • How to make a difference in your community by leaving your legacy through a charitable gift to a cause that is important to you in your Will
  • Insights into making the estate account process easier
  • About financial planning basics

Get answers from our experts.

RSVP by September 10
Contact: Brent Differ
204.958.8484
bdiffer@assiniboine.mb.ca

SEATING IS LIMITED | Door Prize • Snacks and Refreshments available | FREE PARKING AVAILABLE

Meet the experts:

Victor Lopes, B.Comm (Hons.), CFP, RIS, Credential Securities – vlopes@assiniboine.mb.ca

Victor brings a solid understanding of financial planning and investment advice. With almost 20 years’ experience, he’s able to give our members expert assistance to help them meet their investment and retirement goals. He loves working at ACU as he feels part of a team that works towards the common goals of improving the members’ experience, as well as giving back to the communities we all live in.

Leah Klassen – leah@wolseleylaw.ca

Leah Klassen a Manitoba born and bred – and grew up in the small towns of Elm Creek and Morden, completed her undergraduate degree in Brandon and then moved to Winnipeg to attend law school. After graduating, she spent 6 months working at the National Office for Pro Bono Students Canada in Toronto. Leah then returned to Winnipeg to article at the Legal Help Centre. She became passionate about finding ways to increase access to legal services.

After articling and being called to the bar in Manitoba, she moved to Toronto and was called to the bar in Ontario. She has spent the last three years practicing in Ontario, in the areas of family and fertility law. Leah is eager to bring the skills and experience I have gained in my practice in Ontario to my practise at Wolseley Law.

When she’s not practicing law she enjoy fostering dogs, writing short stories, and spending time with my family and friends.

 

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