Estate planning has the power to secure the future for your loved ones and shape the lives of the communities that you hold dear. The process does not need to be a somber one; it can be creative and inspired as you plan your legacy.
Join Bruce Sellery, Com’93, for a conversation with Leanne Kaufman, Law’96, to discuss everything estate planning including how to organize the paperwork, increase peace of mind, and get back to living your life. Leanne and Bruce will pack their expertise and energy into a lively discussion. During this interactive fireside chat, you will have the opportunity to ask the experts your questions and get the information you need for your estate planning journey.
This event is free and will be held virtually over Zoom. It is open to the Queen’s community. Please note that family and friends are welcome, and encouraged, to join!
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 the lifestyle TV show Cityline. Bruce hosts the weekly national radio show on SiriusXM, Moolala: Money Made Simple and is the author of two Globe & Mail bestsellers including Moolala: Why smart people do dumb things with their money (and what you can do about it). Not only does Bruce speak to audiences across North America on topics such as personal finance, career management, and productivity, he runs a busy financial literacy consulting practice. Bruce is the Executive Advisor for Financial Literacy for Carrot Rewards, the award-winning national wellness rewards program.
Bruce is a graduate of the Smith School of Business at Queen’s University, and currently sits on its Advisory Board. He is the President-Elect of The Canadian Club of Toronto, an alumnus of the Governor General’s Leadership Conference, and the former Chair of Friends of Adoption Options.
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About Leanne Kaufman:
Leanne, Law’96, is President and CEO of the Royal Trust Corporation of Canada and the Royal Trust Company where she is responsible for the strategy and overall management of the business which provides wealth protection and transfer solutions across generations to high-net-worth Canadian families. Leanne also serves as a director on the Royal Trust Board, and as a member of the RBC Wealth Management Canada Operating Committee. She is a lawyer by profession, practiced commercial litigation prior to joining Royal Trust in 1999.
Leanne earned her Bachelor of Laws from Queen’s University, where she currently acts on the 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
