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NAME:Regina Public Library
X-WR-CALNAME:Regina Public Library
BEGIN:VEVENT
UID:f092e7e4-ce6f-43d9-a5d9-bc8cc6c12fc6
SEQUENCE:0
DTSTAMP:20260924T083229Z
DTSTART;TZID=America/Regina:20260924T190000
DTEND;TZID=America/Regina:20260924T200000
SUMMARY:Estate Planning: A 10-Step Roadmap
LOCATION:Sunrise Branch\nSunrise Branch
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Sunrise Branch;X-APPLE-RAD
 IUS=10;X-TITLE=Sunrise Branch:geo:50.429639,-104.53547
GEO:50.429639;-104.53547
DESCRIPTION:Learn 10 key steps for strategic estate planning. This session
  moves beyond basic wills to explore asset architecture\, tax-efficient ro
 llovers\, and probate avoidance to effectively manage your legacy..\nhttps
 ://rpl.libnet.info/event/17222008
X-ALT-DESC;FMTTYPE=text/html:<p>Estate planning is often misunderstood as 
 the simple act of drafting a Will. In reality\, a successful estate plan i
 s a dynamic\, multi-disciplinary strategy designed to navigate complex fin
 ancial\, legal\, and personal milestones. This presentation goes beyond ba
 sic documentation to provide a 10-step roadmap for organizing assets and e
 nsuring that estate intentions are effectively implemented.</p>\n<p>This s
 ession starts by identifying the professionals required to spot technical 
 hurdles before they arise. From there\, it dives into the mechanics of ass
 et architecture\, exploring how to inventory worldwide holdings and utiliz
 e "outside the estate" vehicles like TFSAs and life insurance to bypass pr
 obate costs and court-verified delays.</p>\n<p>The session concludes with 
 a deep dive into the technicalities of the "final bill." It will explore t
 he nuances of deemed disposition\, capital gains on death\, and the triple
 -option rollovers for RRSPs and RRIFs that can save families hundreds of t
 housands of dollars in deferred taxes. By bridging the gap between technic
 al execution and clear family communication\, you will leave with the tool
 s necessary to ensure your legacy is a source of security\, not a source o
 f stress.</p>\n<p><strong>This program is conducted in a hybrid format.</s
 trong>&nbsp\;If you prefer to join online\, click the following link to jo
 in:&nbsp\; <a href="https://us02web.zoom.us/j/88424940914?pwd=8Xi24QSqk9gd
 i37ownQrSYYrndCGAc.1">https://us02web.zoom.us/j/88424940914?pwd=8Xi24QSqk9
 gdi37ownQrSYYrndCGAc.1</a>&nbsp\;</p>\n<p><strong>Part of RPL's commitment
  to supporting financial literacy and economic development in Regina.&nbsp
 \;</strong>If you have any questions about our Business\, Personal Finance
  or Careers programs\, please contact Tim at 306-777-6013 or&nbsp\;txie@re
 ginalibrary.ca&nbsp\; &nbsp\;&nbsp\;</p>\nhttps://rpl.libnet.info/event/17
 222008
URL;VALUE=URI:https://rpl.libnet.info/event/17222008
ATTACH:https://static.libnet.info/images/events/rpl/01a_Finance-calculator
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