Personal Wealth Management
Individualized plans, for every stage of your financial life.
Family Wealth Management
Preserve, grow & sustain inter-generational and inherited wealth.
Corporate Financials
Protection planning for your business today and the future.
YOU ARE INVITED!
LUNCH 'N LEARN - THURSDAY, JUNE 20, 2024
Creating Certainty for Your Future:
The Importance of a Well-Structured Estate Plan
At Jeff Somers & Associates, we understand the unique financial planning needs of those in the fishery, agricultural and professional sectors. As a leader of Estate Planning solutions in Atlantic Canada with IG Private Wealth Management, our expertise is unparalleled.
Join us in Charlottetown at Ada Culinary Studio on June 20th.
LUNCH 'N LEARN
Creating Certainty for Your Future:
The Importance of a Well-Structured Estate Plan
Join us for an exclusive Lunch n' Learn event hosted by Jeff Somers & Associates, in partnership with IG Wealth Management. We invite you to an insightful and informative session on estate planning, designed specifically for residents of Prince Edward Island.
Date: June 20th
Time: Doors open at 12:00
Time: Presentation at 12:30-1:20
Time: Q&A following the presentation
Location:
Ada Culinary Studio
135 Kent Street, Charlottetown
Event Highlights:
→ IG Wealth Management as Your Estate Planning Partner: Discover how we can help you secure your financial future.
→ Estate Planning 101: Gain a solid understanding of the basics of estate planning.
→
Estate Planning 201: Learn strategies to minimize the impact of taxes on your estate.
→
How Insurance Can Help: Explore the role of insurance in estate planning.
→
Your Estate Planning Roadmap: Develop a clear and actionable plan for your estate.
Meet Your Hosts
Your financial well-being is our priority, with strategies to meet your unique needs.
Whether you’re planning for retirement, require complex tax, estate, or business advice, Jeff Somers & Associates will provide clarity and peace of mind, so you and your loved ones can enjoy life to the fullest.
Why Should You Attend?
→ Expert Insights: Learn from Certified Financial Planning Professionals with a proven track record in estate planning.
→ Networking Opportunities: Connect with like-minded professionals and asset holders.
→ Personalized Guidance: Receive advice that addresses your specific needs and circumstances.
→ Delicious Lunch: Enjoy a Chef-Prepared Lunch while gaining valuable knowledge.
Join us in Charlottetown at Ada Culinary Studio on June 20th.
May we help you build a better financial future?
Contact us to learn about our sophisticated approach to building private wealth.
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