Everyone can benefit from planning their estate, but what a successful estate plan looks like is different depending on your stage of life. The strategy for recent university graduates looks different than plans created for retirees.
The key is to understand what your unique financial goals are and what proper estate planning can do for you.
Join a conversation with Bruce Sellery, Com’93, Leanne Kaufman, Law’96, and special guest David Chilton, best-selling author of The Wealthy Barber and The Wealthy Barber Returns.
This online fireside chat is open to the entire Queen’s community and will feature lots of opportunities for audience engagement and questions. Whether you’re just beginning your estate planning journey or already have an established framework for the future, our experts have the answers to put your mind at ease.
Speakers
About Bruce Sellery:
Bruce Sellery, Com'93, is a business journalist, TV host, author, and speaker. He is the money columnist on CBC Radio, MoneySense, and for Cityline. Sellery hosts a weekly national radio show on SiriusXM, Moolala: Money Made Simple, and is the author of two bestsellers including Moolala: Why smart people do dumb things with their money (and what you can do about it). In addition, Sellery runs a financial literacy consulting practice and is also the executive advisor for financial literacy for Carrot Rewards, the award-winning national wellness rewards program.
Sellery currently serves on the Smith Advisory Board. He is an alumnus of the Governor General’s Leadership Conference, and the former chair of Friends of Adoption Options.
Learn more about Bruce Sellery.
Keep the conversation going and connect with Bruce on Facebook, Twitter, and LinkedIn.
About Leanne Kaufman:
Leanne Kaufman, Law’96, is president and chief executive officer of the Royal Trust Corporation of Canada and the Royal Trust Company. She is responsible for the strategy and overall management of the organization, which provides wealth protection and transfer solutions across generations to high-net-worth Canadian families. Kaufman also serves as a director on the Royal Trust Board, and as a member of the RBC Wealth Management Canada Operating Committee. Prior to joining Royal Trust in 1999, she practiced commercial litigation.
Kaufman currently serves on the Queen’s Gift Planning Advisory Committee. She also holds a Master of Laws from the Osgoode Hall Law School at York University. She is the author of the fourth edition of The Executor’s Handbook published by CCH, a contributor to the Financial Post, and a sought-after contributor to numerous industry publications about estates and trusts. She is a member of the STEP Worldwide Council, the National Institute on Ageing Advisory Board, and serves on several sports and education boards and committees in her community.
Learn more about Leanne Kaufman.
Keep the conversation going and connect with Leanne on LinkedIn.
