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Speakers:

Anna Tsepelis, CLU, CHS | Senior Sales Consultant, Life | RBC Insurance
Santo Filice, CHS Senior Sales Consultant Wealth & Retirement Solutions | RBC Insurance

Join RBC for an insightful presentation on the critical role estate planning plays in preserving and growing your wealth for future generations. We will explore how life insurance and wealth solutions can serve as powerful tools to not only protect your estate but also ensure a smooth transition of assets to your loved ones. Learn how these strategies can provide financial security, tax efficiency, and peace of mind for both you and your beneficiaries. Whether you’re starting your estate plan or refining it, this presentation will equip you with practical solutions for building a lasting legacy.

1 CE Credit