RTO/ERO District 18
  • Home
  • Executive
  • Newsletters
  • News
  • Image Gallery
  • Links
Posted by Retired Teachers District 18 
· March 23, 2017 

Estate Planning Workshop

The District 18 members have been invited by our Peterborough neighbours to join them in some personal development relating to Estate planning.  If you are interested please follow the registration directions in the information below.

Estate Planning – What You Really Need to Know

Offered by Peterborough Retired Teachers of Ontario

  • Wills, Taxes, Changes to the Laws, Responsibilities of Executors, Powers of Attorney, disappointed beneficiaries, squabbling siblings et al.
  • What can go horribly wrong and what can you do to make sure things go right.

We invite you to an informative workshop with Financial, Tax and Legal Experts to learn how to ensure that your wishes for your estate are actually carried out. You are welcome and urged to bring your executor with you.

  • What is really required in a will?
  • How do powers of attorney work?
  • How can you minimize estate taxes?
  • What are the powers and limitations of executors?
  • How can you prevent your children from squabbling over your estate?

Saturday, April 22, 2017
10:00 a.m. – 2:15 p.m.
Peterborough Curling Club
2195 Lansdowne St. W., Peterborough
Wheelchair accessible Plenty of Parking
$20 / person
Tentative Agenda
9:30 a.m. – Registration, coffee/tea
10:00 a.m.- Introductions

Financial Issues
Tax Issues
Legal Issues

12:15 Lunch

1: 00 p.m. – Roundtable, Q & A
2:00 p.m. – Closing, Door Prizes

Guest speakers available for informal chats until 3 p.m.

Registrations due by April 15

Please note that we have to give the venue numbers in advance and pay for the meals we have ordered. We are unable to offer refunds for any cancellation after the deadline date.


Estate Planning -What You Really Need to Know

Name: ________________Phone ____________________

Email _________________District: __________________

Registrations due by April 15
Please note that we have to give the venue numbers in advance and pay for the meals we have ordered. We are unable to offer refunds for any cancellation after the deadline date.


Make cheque payable to RTO/ERO District 36 and mail to:
Annette Thomson, 779 Fife Bay Marina Lane, Selwyn, ON K9J 0C6 (705-304-1608) or deliver to:
Georgina Eldridge, 844 Hewitt Drive, Peterborough

PLEASE REGISTER BY APRIL 15

Registration for this event indicates that I have read and agree to the RTO/ERO Event Waiver on the Peterborough RTO website.

Categories : events, news, Wills/Estates
← Next Post
Previous Post →

Recent Posts

  • Lindsay Recreation Centre Membership 2020
  • Travel Plan Effective Jan 1, 2020
  • 2019 THWTB
  • Keeping your Documents in a safe place
  • Planning for a longer retirement
Retired Teachers of Ontario · Copyright © 2021 All Rights Reserved
Designed by m. sullivan